Expense Categories — create, edit, view
Menu: Expense Management → Categories
Create category names (e.g. “Utilities”, “Rent”) and set Active or Inactive. Those categories appear in dropdowns on Expenses and Recurring Expense for the same restaurant.
All data is scoped to the restaurant selected in the filter bar.
Top filters
| Control | Behaviour |
|---|---|
| Restaurant | Required context for the list. On load, the first restaurant in your list may be selected automatically. Disabled while restaurants are loading or if none exist. |
| Status | All Status, Active, or Inactive. When you open the screen, the list often starts with Active only (depending on default filters). |
| Refresh | Reloads categories from the server; icon spins while loading. |
| Add Expense Category | Opens Create Expense Category — shown only if your role may create expense categories (otherwise hidden or disabled). |
Filters apply after data loads (search-by-name is supported in the data layer; the current screen may not show a separate search box). If the list is empty, you will see: No expense categories found.
Table
| Column | Meaning |
|---|---|
| Category Name | The label you use when classifying expenses. |
| Status | Active (green) or Inactive (red) badge. |
| Created At | Shown on medium and larger screens; localised date. |
| Actions | View (eye) for everyone; Edit (pencil) only if you may update categories. There is no delete on this list. |
Loading: spinner and Loading expense categories...
Error: a message and Try Again to re-fetch.
How to create an expense category
- Click Add Expense Category.
- Title: Create Expense Category.
- Category Name (required) — up to 150 characters. Placeholder text on screen: e.g. Utilities.
- Empty name → Category name is required
- Over 150 characters → Category name must be 150 characters or less
- Active Status — switch on (active) or off (inactive). Helper text explains toggling.
- Create Category (or Creating... while saving) / Cancel.
On success, a success toast appears and the list refreshes.
How to edit an expense category
- Click the pencil on a row.
- Title: Edit Expense Category — same fields as create; only Update Category if something actually changed; empty update closes the form without a call.
How to view an expense category
- Click the eye icon.
- Title: View Expense Category — fields are read-only; only Close (no Create/Update).
Permissions (summary)
- View the list: open the page (module read).
- Add Expense Category: Create on EXPENSE CATEGORIES.
- Edit (pencil): Update on EXPENSE CATEGORIES.