Fyle allows you to delete any category that is no longer needed in your Fyle account. This comes handy in case you have created a category by mistake, or created a category that is not useful or relevant in your organization.
Steps to delete a category
Go to Admin Settings > Organization > Categories.
Clear any applied filters to view your entire list of categories.
Select the category that you want to delete, press "Delete" and confirm the action to delete the category. Please note: once confirmed, this action cannot be reversed.
You can also delete multiple categories at once in the same way. Select all the categories that you want to delete, press "Delete" and proceed to confirm the action.
Please note:
If your organization restricts employees to their own categories, any deleted category will be removed from the allowed categories for all employees. For example, if employee Theresa was allowed to use category Airlines- once the category Airlines is deleted, it will be removed from the list of categories allowed for her.
If your organization restricts projects to certain categories, any deleted category will be removed for the allowed categories for all projects. For example, if category Airlines was allowed for project Annual Conference- once the category Airlines is deleted, it will be removed from the list of categories allowed for the project.
Cases when a category cannot be deleted
Fyle only allows you to delete categories that are not in use in your Fyle account. When you try to delete a category that is in use, you will see a message indicating that the selected category is in use in your Fyle account.
To proceed with deleting this category, you will need to remove the category from any place in which it is being used in your Fyle account. For example, if you are trying to delete the category Computers, but are unable to do so, you can use the following steps to check where category Computers is being used.
Step 1: Check if the category is linked to any Expense
Go to the Company Expenses page and search for any expenses linked to category Computers. You will be able to see if the category is being used in any expenses.
It is not recommended to delete this category, since it is in use in expenses. If this category is no longer relevant to your organisation, you can consider disabling it instead. However, if you really wish to proceed with deletion of this category, you can change the category of any linked expense(s) and proceed to do so.
Step 2: Check if the category is being used in any Policy
Go to Admin Settings > Expenses > Policies and review your policies to determine whether category Computers is being used in any policy.
In case you still wish to delete the category, remove category Computer from any policy it is being used in. Please note that this will affect how your policy works for all future expenses.
Step 3: Check if the category is being used in any Expense Rule
Go to Admin Settings > Expenses > Expense Rules and review your expense rules to determine whether category Computers is being used in any expense rule.
In case you still wish to delete the category, remove category Computer from any expense it is being used in. Please note that this will affect how your expense rules works for all future expenses.
Step 4: Check if the category is being used in any Budget
Go to Admin Settings > Expenses > Budgets and review your budgets to determine whether category Computers is being used in any budget.
In case you still wish to delete the category, remove category Computer from any budget it is being used in. Please note that this will affect how your budget is being calculated.
Step 5: Delete the category
Once you have successfully completed the above 4 steps to ensure that your selected category is not being used anywhere in your account, you can proceed to delete it from the Categories page. You will now be able to successfully delete the category.
In case you need further assistance, please drop a note at [email protected]