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Expense Types

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:

  1. Go to Modules>Time>Expense Category>Add Expense Category. The Add - Expense Category page opens.
  2. Enter the name of the new Expense Category in the category field.
  3. Enter a short description of the new Expense Category in the description field.
  4. 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:

  1. Go to Modules>Time>Expense Category>Find Categories or List Categories. The Find - Expense Category or List-Expense Category page opens.
  2. Use the find and list options to view Expense Categories.

Editing an Expense Category

To edit an Expense Category, complete the following steps:

  1. Click the Expense group item to launch the Expense module.
  2. Click the Group Item Overflow icon to expand the Group Item Overflow menu.
  3. Click the Expense Category hyperlink to display the Expense Category options.
  4. Use the find and list options to view Expense Categories.
  5. Open the Expense Category you wish to edit by clicking the GoTo icon to open the Edit - Expense Category page.
  6. Make the desired changes to the Expense Category.
  7. Click the Save button.