The category I need isn't in the drop-down list

When entering purchases, in the budget details section, you need to select which fund and which category to allocate the expense to. This article gives possible reasons why the fund or category you require isn't in the dropdown list for you to select.

What to do if you can't see the category you need

You might not be able to find the reason or fix it yourself.

A finance team user in your organisation will be able to check which reason applies and make the changes needed so that the correct categories appear in the drop-down menu for you.

We suggest you contact a member of the finance team in your organisation with a clear description of which category you expected to see that wasn't in the drop-down menu.

Reasons why you can't see the fund or category you need

Here are the most common reasons, and the relevant action a finance team user can take to make the fund or category visible.

1. The category hasn't been created

A finance team user can add the fund or category in the category settings screen.

2. The category has been created, but you don't have access to it

A finance team user can edit your user permissions. So you will need to request permission to submit to this category.

3. The category has been created, but in another financial year

It is possible that the category is in the current financial year, but the transaction you are trying to add or edit is in the previous financial year.

A finance team user can add the category to the previous financial year in the category settings screen by changing the year dropdown at the top of the screen before adding the category.

4. The category has been created, but incorrectly as an income category

A finance team user can delete the wrongly added income category, and re-add the expenditure category in the category settings screen.

5. The category has been created, but it's been incorrectly set up under the wrong fund

A finance team user can delete the category in the category settings screen, change the fund using the dropdown menu at the top, and re-add it under the correct fund and then give you permission to this category.

To help you better understand the Purchasing module, please visit the module overview page here.