Add an Expense Category Table

Create a new expense category table when you need to apply billing markups to categories of expense accounts.

To add a new expense category table:

1. From the Navigation menu, click Billing > Billing Rate Tables > Expense Categories.
2. On the toolbar of the Expense Category Tables form, click New > New Expense Category Table.
3. Enter a table number and name.
4. In the Categories grid, enter categories and their multipliers.
5. In the Accounts in Category grid, specify the accounts that belong in each category.
6. In the lookup fields at the bottom of the form, associate organizations and employees with expense category tables.
7. Click Save.

Alternative Procedure: To create new tables, you can also copy and modify existing tables.