About tracking categories

Tracking categories are custom labels that card users can add to transactions. Labels include general ledger, class, or location.

This can make it easier to:

• Run custom reports.
• Analyze spending trends.
• Allocate expenses correctly.
• Export categorized transactions to accounting systems.

Business owners and administrators with full access can turn on tracking categories in Spend Management.

To turn on tracking categories for card holders in Spend Management

1. Select your central billing account, then choose Go to Spend Management.
   Note: For individually billed accounts, select the business owner’s card instead of the centrally billed account.
2. Choose Profile & settings, then select Accounting settings.
3. Select Tracking categories and turn on the option that lets card holders add them.