Delete an Expense Category
You can delete an expense category for all employees or delete an expense category from an employee group. 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.
Prerequisites: Before you delete an expense category, be sure to post all expense reports containing expenses for the category being deleted.
To delete an expense category, 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. - In the grid on the Expense Report Categories form, click the row that contains the expense category that you want to delete.
- Click Delete.
- Click Save.