From 5ad36dcb56e0cf8f391c54e4e86b4d8584607c4a Mon Sep 17 00:00:00 2001 From: "daledah (via MelvinBot)" Date: Tue, 5 May 2026 19:22:22 +0000 Subject: [PATCH] Docs: add inline category creation from expense flow Document the new ability for Workspace Admins to create categories directly from the category picker when creating or editing an expense. Co-authored-by: daledah --- .../workspaces/Create-expense-categories.md | 17 +++++++++++++++-- 1 file changed, 15 insertions(+), 2 deletions(-) diff --git a/docs/articles/new-expensify/workspaces/Create-expense-categories.md b/docs/articles/new-expensify/workspaces/Create-expense-categories.md index 7c58e57b9dfe..2475c8141cbc 100644 --- a/docs/articles/new-expensify/workspaces/Create-expense-categories.md +++ b/docs/articles/new-expensify/workspaces/Create-expense-categories.md @@ -1,8 +1,8 @@ --- title: Create Expense Categories description: Add categories to use for coding expenses. -keywords: [New Expensify, expense categories, GL codes, payroll codes, chart of accounts, import categories, expense coding] -internalScope: Audience is Workspace Admins. Covers creating, importing, enabling, and managing expense categories, including GL and payroll codes. Does not cover personal expense rules or accounting integration setup. +keywords: [New Expensify, expense categories, GL codes, payroll codes, chart of accounts, import categories, expense coding, add category from expense, create category inline] +internalScope: Audience is Workspace Admins. Covers creating, importing, enabling, and managing expense categories, including GL and payroll codes and inline category creation from the expense flow. Does not cover personal expense rules or accounting integration setup. --- @@ -31,6 +31,19 @@ To delete a category: --- +## How to add a category while creating or editing an expense + +Workspace Admins can also create a new category directly from the category picker when creating or editing an expense, without navigating to workspace settings first. This option is available when no accounting integration is connected to the workspace. + +1. While creating or editing an expense, tap the **Category** field. +2. Tap the **+** icon in the top-right corner. +3. Enter a category name. +4. Tap **Save**. + +The new category is immediately applied to the expense and added to the workspace's category list. + +--- + ## How to upload categories using a CSV file 1. In the **navigation tabs** (on the left on web, and at the bottom on mobile), click **Workspaces**.