Delete all Expense Categories for an Employee Group
On the Expense Report Categories form, you can delete all expense report categories from an employee group, or delete all global expense report categories from [All Groups].
When you delete an expense category, the category is removed from all expense reports that have not yet been posted. However, any expenses entered for the category still appear on users' expense reports. Therefore, before you delete an expense category, be sure to post all expense reports containing expenses for the category being deleted.
To delete all expense categories for an employee group, complete the following steps:
- From the Vision Navigation menu, click .
-
In the
Search field on the Expense Report Categories form, select one of the following actions:
Option Description To use the lookup Click and then select an employee group or select All Groups on the lookup. To use Quick Find In the Search field, enter all or part of an employee group name and press ENTER, or enter All Groups and press ENTER. -
On the form toolbar, click
Delete Group Categories.
Vision prompts you to confirm the deletion.
-
Click
OK on the Confirm Delete dialog box.
Vision deletes all expense categories for the selected employee group. (Vision does not delete the employee group.)
- Click Save.