Helen

Tracking Categories

Axes you can slice spend by. Each document takes one value per axis.

Preview state

You are using all tracking categories.

Turn one off below to free a slot. Its values stay on the documents already using them, so nothing is lost.

Category Values Required Status

Slice your spend by the parts of your business

A tracking category is an axis — Vehicle, Outlet, Project — and every document takes one value from its list. That is what turns “$14,000 of fuel” into “$14,000 of fuel, and $6,200 of it was one van.”

Labels stay exactly as they are. A label is a sticky note for what to do about a document; a category is a column in your reports.

Start with one of these