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Categories hierarchy


Jenji allows you to define a two-level category hierarchy, with top-level categories not selectable by users.

 

Feature available from the solo plan on request. Contact by email to support@jenji.io.
 

Example of a hierarchy:

cat6.png

 

Hierarchy configuration

 

Go to the web application at app.jenji.io.
 

  • Access Settings by clicking at the top right of the screen.

Settings.png

  • In the Company settings menu on the left of the screen, click Expense policy, then Categories.
  • Each higher category must be set as non-selectable. Click on the pencil icon to edit the category and deactivate the cursor.
 

cat7.png

  • To position a category in a lower level, click on the icon of your category, hold down and drag.

cat8.png

 

Overview of the category hierarchy on your mobile:
 

 

cat9.png

Note: greyed out categories cannot be selected.
 

 

For more details on customising categories, see our Customize categories article.

 
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