How can I create, edit or import a category?

Managing your categories in your SRXP account.

  • I would like to create a new category

You need to have the Administrator rights in SRXP to be able to manage the categories. First we will explain how to create categories manually. Would you like to import a whole selection? Scroll to the last section of this article.

  1.  Log in at SRXP
  2. Go to the Admin Panel (gear icon)
  3. Click on Categories
  4. Click on 'Create Category'
  5. Fill in a name and select the expense types that are applicable. We strongly advice to fill in a code too, to prevent error when exporting expenses with this category.
  6. Click on 'Save'

You have successfully created a category. From this moment onward, all the submitters can choose this category. Would you like to have this as default refused in the account? Select 'Refuse by default' while creating a category. You can still adjust the settings per user or function group. You can read this here.


  • I want to edit a category

You need to have the Administrator rights in SRXP to be able to manage the categories. First we will explain how to edit categories manually. Would you like to edit multiple categories? You can import a file too. Scroll to the last section of this article for explanation.

  1.  Log in at SRXP
  2. Go to the Admin Panel (gear icon)
  3. Click on Categories

You will see a table with all the information. From here you can already make changes. A mouse click is enough to save your changes! Be careful, the changes will be applied immediately!

  • I would like to edit or create multiple categories 

You need to have the Administrator rights in SRXP to be able to manage the categories. We strongly advice to make a backup before making changes. You can only import CSV files in SRXP.

  1.  Log in at SRXP
  2. Go to the Admin Panel (gear icon)
  3. Click on Categories
  4. Click on 'CSV' (This file is your backup!)

From this document you can make a copy and edit or create categories. Save the file as a CSV file and click on 'Import' :

  1. Select the file
  2. Click 'Upload'
  3. If it is correct you will see the right column separator and amount format, you can still change it if necessary
  4. Click Column Mapping
  5. Make sure the columns of your CSV file are mapped with the right values 
  6. Go to Preview
  7. Check the preview and when it is correct, click import

Please note while editing categories: Make sure you keep the values of the External ID in the CSV file and you map this column too. This value makes sure that SRXP recognizes the category. Than it decides to override the values or to create new ones (In case it can't recognize the category).

Please note while creating new categories: You have successfully created categories. From this moment onward, all the submitters can choose these categories. Would you like to have this as default refused in the account? Fill in '1' in the column 'Refuse by default' in the CSV file and map this column too. You can still adjust the settings per user or function group. You can read this here.