---
title: "Assigning workflows to categories"
slug: "assigning-workflows-to-categories"
updated: 2026-08-19T15:04:49Z
published: 2026-08-19T15:04:49Z
canonical: "help.cintra.co.uk/assigning-workflows-to-categories"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# Assigning workflows to categories

Assigning an approval workflow to a category means that any expense raised under that category follows that workflow, regardless of any workflow assigned to the user's account.

> **Note**: A workflow assigned to a category always supersedes a workflow assigned to a user account.

Before assigning a workflow, ensure it has been created. See [Creating approval workflows](/payroll/docs/approval-workflows-1).

### **Assigning a workflow to a single category**

1. Go to **Setup > Categories**.
2. Click the **Edit** icon on the relevant category record.
3. Select the applicable workflow from the **Approval Flow** dropdown, then click **Save**.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image-PP7RER79.png)

### **Assigning workflows to multiple categories in bulk**

1. Go to **Setup > Categories**.
2. Select **Export** from the **Actions** menu, ensure **Include data** is selected, and click **Download**.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(373).png)

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image-IVMUJNRF.png)

1. In the downloaded file, update the **Approval Record Name** column for each relevant category with the name of the applicable workflow record.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(374).png)

1. Save the file and import it back into Capture Expense (**Actions > Import**).