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Time - Expense Category
Expense Categories are used when setting up an Expense in the Time module.
Adding an Expense Category
To add an Expense Category, complete the following steps:
- Go to Add - Expense Category page opens. . The
- Enter the name of the new Expense Category in the category field.
- Enter a short description of the new Expense Category in the description field.
- Click the Save button.
The new Expense Category will display in the expense category drop-down menu found on the Add - Expense form.
Finding an Expense Category
To find an Expense Category, complete the following steps:
- Go to Find - Expense Category or List-Expense Category page opens. or . The
- Use the find and list options to view Expense Categories.
Editing an Expense Category
To edit an Expense Category, complete the following steps:
- Click the Expense group item to launch the Expense module.
- Click the Group Item Overflow icon to expand the Group Item Overflow menu.
- Click the Expense Category hyperlink to display the Expense Category options.
- Use the find and list options to view Expense Categories.
- Open the Expense Category you wish to edit by clicking the GoTo icon to open the Edit - Expense Category page.
- Make the desired changes to the Expense Category.
- Click the Save button.