How to suggest expense categories consistently
Expense categories make records easier to review when they follow the organization's own chart or reimbursement policy. This assistant prepares suggestions from the descriptions and category rules you supply.
Start with the right material.
- What you provide
- visible expense descriptions and a user-provided category list.
- The intended result
- Suggest bookkeeping categories for review; do not infer tax deductibility.
How the workflow works.
Match each expense to the most relevant approved category and include a short reason. Keep unknown merchants or unclear descriptions marked for review instead of inventing the purpose of the transaction.
What to check in the result.
Check suggestions with the responsible reviewer before recording them. A category recommendation is administrative assistance, not a determination of tax treatment, reimbursement eligibility or compliance with an unstated policy.
Import the CSV with a consistent delimiter and inspect text identifiers, dates and amounts before using spreadsheet totals. Keep the original file available while checking any automatic type conversion.
Learn from the worked example.
The downloadable CSV example uses these columns: Description, Suggested category, Evidence, Status. Compare a complete record with the source before sorting, combining or importing your own output.
The supplied example is illustrative. It is not a recorded run on your data.
Download the example ↓Use it with your own material.
- Open the source you want to work with and activate WebAct on that tab.
- Copy the task from the hero, add any required fields or preferences, and review the proposed actions.
- Compare the first result with your source. Ask for a specific correction or refinement where needed.