WorkLedger guide

Expense categories

Use a small, consistent category list that matches how you review project costs. Avoid creating multiple categories for the same purpose.

Category Sites & finance

Keep categories useful

  1. Open Expense Categories

    Open Site Finance and select Expense Categories under Records & Reports to manage the categories used when recording site expenses.

    WorkLedger Site Finance screen showing the Expense Categories option
    Open Expense Categories from Site Finance.

  2. Review the category list

    Review the available categories before making changes. Use search when needed, and avoid creating or renaming categories so that two categories represent the same type of project cost.

    WorkLedger Expense Categories screen showing the list of active expense categories
    Review the existing category list before changing names or status.

  3. Rename a category when needed

    Open a category to edit its name when a clearer description is required. Keep the new name short, distinct, and consistent with how expenses are classified across sites.

    WorkLedger Edit Expense Category dialog showing the category name field and active setting
    Rename a category only when the new name keeps its purpose clear and consistent.

  4. Activate or deactivate categories

    Keep categories active when they should be available while entering expenses. Deactivate categories that are no longer needed instead of creating several near-duplicate category names.

    WorkLedger Expense Categories screen showing active and inactive category switches
    Use the status switch to control which categories are available for new expenses.

  5. Keep categories consistent

    Use the same category meaning across all sites and review the category order when helpful. A small, consistent category list makes expense reports easier to review and compare.

    WorkLedger Expense Categories screen used to manage and organise site expense categories
    Keep the category list organised and consistent across projects.

Tips and important notes

ExpensesEnter site expenses promptly and retain the relevant supporting documents.Site financeReview local site receipts, expenses, and project finances together.ReportsChoose the right dates and filters, then verify important report totals.