This article may be out of date!
Visit the New Knowledge Center

Why is my Expense Category Not Populating?


  • Why can I not see the Expense Categories that other people in my firm create?
  • Where are all of my firm's Expense Categories in the dropdown menu of the Activities creation page and why can't I use them?
  • Why can't I use an Expense Category that another User created?


  • Clio Manage

Additional Information:


When Expense Categories are created or edited, a Group or Groups must be assigned to dictate which Users in the firm can use them.

If you do not see a certain Expense Category that another User in the firm has created, it is likely because your User Profile is not included in the Group or Groups set for that category.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality