Add Expense Categories for All Expense Groups or Individual Expense Groups
Add expense categories to expense groups to allow employees to enter line items on expense reports more easily.
Prerequisites: You must set up expense groups on the Expense Groups settings form before you can add expense categories to them.
To add expense categories to expense groups:
- In the Navigation pane, select .
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To set up expense categories that apply to all expense groups, complete the following actions on the Expense Categories settings form:
- Below the Categories for All Expense Groups grid, click + Add Expense Category.
- In the blank row, enter information to define the category.
- Repeat these steps to add as many expense categories as needed.
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To set up expense categories that apply to an individual expense group, complete the following actions on the Expense Categories settings form:
- In the Categories by Expense Group grid, select an expense group for which to add expense categories.
- Below the grid, click + Add Expense Category.
- In the blank row, enter information to define the category.
- Repeat these steps to add as many expense categories to expense groups as needed.
- Click Save.
Parent Topic: How to...