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Create an expense category from the Pixie CRM
expense form Open

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Expenses and choose Record Expense The plus
button beside Category

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lets you add a category without leaving the form

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Enter Training and development Training as the
category name Add

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a short description explaining what belongs here
Consistent categories

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make it easier to organise expenses and interpret
reports later

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Choose Save in the category window Pixie adds the
category and makes

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it available in the expense form This saves a
classification only

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no expense record or payment has been created

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Return to Expenses and open Record Expense again
Search the Category

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list and select the new training category Its
presence confirms

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it was retained and is ready to use when
recording an expense