Here’s a guide with screenshots to show how admins can sort the order of main and sub-categories in aio*

 

 

  • Log into aio*

 

 

  
  • Tap on the “Company” tab on the bottom right corner of your screen and then tap on “Spending categories”.

 

 

  
  • Under “Spending categories” you will find a number of standard main and subcategories listed including: Travel, Meals etc., Office, Software & IT, and other.

    You can reorder subcategories by tapping on “Sort” on the right side of the main category title.

 

 

  
  • This will take you to a new screen where you can drag the subcategories into the order you want…

 

 

  
  • …and then press “Done” on the top right corner.

 

 

  
  • Your changes should show up immediately.

    You can also tap on “Sort” in the top right corner next to “Spending categories” to change the order of the main categories.

 

 

  
  • You will be taken to a new screen where you can drag the main categories around to change the order.

 

 

  

  • Once you are done, press “Done” on the top right corner.

 

 

  
  • You changes should be visible immediately.

    By changing the order in this list, you will also be changing the order users see the spending categories in when they are selecting a category for their purchases.