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Expense Type Categories

Expense types can be assigned to categories when they are created and modified. These categories affect how the expense types are grouped when creating an expense claim item on mobile. They are configured in Expense Type Categories.

Creating an Expense Type Category

  1. Click Expense Type Categories. This opens a window containing a list of all the expense type categories you have already created.

  2. Right-click an entry in the list, or the space underneath, then click Add New. This will create a new row at the top of the list.

  3. Click the new row, then enter the name of the new category.

  4. The category will be automatically saved when you close the window.

Modifying an Expense Type Category

  1. On the Expense Type Categories window, click the category you wish to modify. You will then be able to edit the name of the category.

  2. The category will be automatically saved when you close the window.

Deleting an Expense Type Category

  1. On the Expense Type Categories window, right-click the category you wish to delete, then click Delete. You will receive a warning message asking if you are sure.

2. Click to confirm the deletion.

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