How to Add a Reference, Category, and Description

1. On the expense form, expand Other Options.
2. Enter a Reference Number, such as a vendor invoice, check number, bank confirmation, or transaction ID.
3. Select the expense category, or add a new category.
4. Enter a useful description.
5. Save the expense.

A strong description explains what was purchased and why. Do not repeat only the payee name; include enough context for a manager reviewing the record later.