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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Categories, expense ca...
Finance | Project Operations, Human Resources, ...
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Categories, expense categories and project categories

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Posted on by CapsLock 1,419

Hi, 

We have three entry points from which we can setup "expense categories". Anyone knows how they are different and how do they link to each other? 

* Organisation administration > Setup > Categories > Categories - This seems to affect the other two?

* Project management and accounting > Setup > Categories > Project categories - to be used in projects ¿but linked somehow to the expense management ones?

* Expense management > Setup > General > Expense categories - to be used in expense reports ¿but linked somehow to the PMA?

Thanks! 

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  • Verified answer
    saurabh bharti Profile Picture
    saurabh bharti 15,059 Moderator on at

    If you see the expense categories available under project and Expense management, both can be used for claiming expenses , it can be used in projects only if project is enables

    pastedimage1651204065585v1.png

    If you talk about categories available in Org Admin, there you can enable same category for different use Project , Expense or production

    pastedimage1651204131299v2.png

    So its all about defining the nature of the category

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