More information
Time - Expense Type
Expense Types are used when adding Expenses.
Adding an Expense Type
To add an Expense Type, complete the following steps:
- Expand the Module Menu.
- Click the Time link to launch the Time module.
- Click the Group Item Overflow icon to expand the Group Item Overflow menu.
- Click the Expense Type hyperlink located on the Expense Group Item Overflowmenu.
- Click the Add Expense Type hyperlink to open the Add - Expense Type page.
- Enter the name of the new Expense Type in the type field.
- Expand the billing product drop-down menu to choose the Billing Product to be associated with the new Expense Type.
- Enter a short description of the new Expense Type in the description field.
- Click the Save button.
The new Expense Type will display in the expense type drop-down menu found on the Add - Expense form.
Finding an Expense Type
To find an Expense Type, complete the following steps:
- Open the Time module by expanding the Module Menu and clicking the Time hyperlink.
- Click the Group Item Overflow icon to expand the Group Item Overflow menu.
- Click the Expense Type hyperlink to display the Expense Type options.
- Use the find and list options to view all Expense Types.
Editing an Expense Type
To edit an Expense Type, 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 Type hyperlink to display the Expense Type options.
- Use the find and list options to view all Expense Types.
- Open the Expense Type you wish to edit by clicking the Goto icon to open the Edit - Expense Type page.
- Make the desired changes to the Expense Type.
- Click the Save button.