Edit an Expense Category
You can edit the information for an expense category.
To edit an expense category, complete the following steps:
- From the Vision Navigation menu, click .
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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 edit.
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On the grid toolbar, click
Edit.
Vision displays the Expense Categories dialog box, which displays details for the selected category.
- Edit the expense category information and click OK on the dialog box to return to the Expense Report Categories form.
- Click Save.