---
title: "Editing the employee and team expense categorization"
slug: "editing-the-employee-and-team-expense-categorization"
description: "Edit expense categorization at employee or team level in Payhawk: update default categories for accurate financial reporting."
updated: 2026-10-27T14:17:36Z
published: 2026-10-27T14:17:36Z
canonical: "payhawk.com/editing-the-employee-and-team-expense-categorization"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://payhawk.com/help/llms.txt
> Use this file to discover all available pages before exploring further.

# Editing the employee and team expense categorization

Apart from the [profile and out-of-office settings](/help/managing-employees) for employees and [the team members and managers](/help/assigning-team-managers-and-team-members) settings for teams, from the **Expense categorization** tab of an employee and a team, you can also define values for custom expense fields that relate to expenses matched to that employee or team.

## Specifics

- The **Employees** > **Expense categorization** tab for a selected employee and the **Employees** > **Teams** > **Expense categorization** tab for a selected team will display any [custom expense field](/help/overview-of-expense-fields) whose [automatic suggestion strategy](/help/automatic-population-of-expense-field-data) was set to **Team** **/ employee** by a Payhawk Administrator at your company.

In this way, you can specify the value of that custom expense field and it'll be automatically applied to the expenses matched with that employee or team respectively.

![Field settings with the Suggestions option set to Team / employee.](https://cdn.payhawk.com/Navigation%20images%20Desi_20261001/field_suggestions_team_employee.png)

- By default, the employee inherits the default value from their team which leads to consistent categorization across the board. For more details, see the [section on the employee and team suggestion strategy](/help/automatic-population-of-expense-field-data).

## Modifying the expense categorization for an employee

To edit the expense categorization for an employee:

1. Log in to the [Payhawk Web Portal](https://portal.payhawk.com).
2. Open the app switcher in the top-left corner and go to **Employees** > **Employees** tab.
3. Select the desired employee entry by clicking on the entry.
4. Under the **Expense categorization** tab, click on the **Edit** button.
5. To change the desired values, use the respective drop-down menus and select the new data. Optionally, add a note regarding the changes you've made.
6. Click on **Save** to confirm your changes.

## Modifying the expense categorization for a team

To edit the expense categorization for a team:

1. Log in to the [Payhawk Web Portal](https://portal.payhawk.com).
2. Open the app switcher in the top-left corner and go to **Employees** > **Teams** tab.
3. Select the desired team by clicking on it.
4. Under the **Expense categorization** tab, click on the **Edit** button.
5. To change the desired values, use the respective drop-down menus and select the new data. Optionally, add a note regarding the changes you've made.
6. Click on **Save** to confirm your changes.

![Employees app, Teams: the Marketing team open on the Expense categorization tab with the Edit button.](https://cdn.payhawk.com/Navigation%20images%20Desi_20261001/team_expense_categorization.png)

## Useful resources

- [Editing the supplier expense categorization](/help/editing-the-supplier-expense-categorization)
- [Automatic population of expense field data](/help/automatic-population-of-expense-field-data)