1. Understanding common expense categories

Learn to recognise standard business expense categories and understand how they are typically used in reporting and accounting.

2. Applying categories consistently

Understand the importance of consistency when assigning categories to support accurate reporting and analysis.

3. Following client-specific categorisation rules

Learn how to align expense categorisation with each client’s preferred structures, labels, and systems.

4. Reducing errors through clear descriptions and judgement

Develop habits that minimise misclassification, confusion, and follow-up questions.