Providers and expense categories

Providers and expense categories are two company-wide lists used by training sessions:

• Providers: "The suppliers your training sessions can be attributed to." A session can list several providers.
• Expense tag categories: "The categories your session expenses can be tagged with." An expense can carry several categories.

They feed the analytics Spending by provider and Expenses by category.

Before you start

Open the lists

Open any session page (see Session page), open the top menu (three dots) and choose Manage providers or Manage expense tag categories. There is no entry for these lists in the Learn menu.

Providers

The Providers page ("The suppliers your training sessions can be attributed to. Renaming one updates every session that already lists it.") lists each Provider and the number of Sessions attributed to it. Search with Search providers.... Each row has a menu (three dots) with Rename provider and Delete provider.

• Add provider: enter the Provider name and click Add.
• Rename provider: change the name and click Save. "Renaming one updates every session that already lists it."
• Delete provider: confirm Provider will be deleted. "This will permanently delete this provider. The training sessions attributed to it keep their data and simply stop listing it."

Expense tag categories

The Expense tag categories page ("The categories your session expenses can be tagged with. Renaming one updates every expense that already carries it.") lists each Category and the number of Expenses tagged with it. Search with Search expense tag categories.... Each row has a menu with Rename category and Delete category.

• Add category: enter the Category name and click Add.
• Rename category: "Renaming one updates every expense that already carries it."
• Delete category: confirm Category will be deleted. "The expenses carrying it keep their amounts and simply stop showing it."

Common questions

Two providers are duplicates (e.g. "Acme" and "ACME Training"). How do I merge them?

There is no merge: edit the sessions that list the duplicate to use the right provider, then delete the duplicate.

I'm a Manager creator: how do I get a new provider or category?

Ask an Admin to add it in Manage providers or Manage expense tag categories. It then appears in the lists of the session wizard.

Does deleting a category change my totals?

No. Expense amounts are kept; only the category label disappears from them and from the category chart.