How to Set Up Expense Categories
After you create expense categories, you can assign them to new or existing employee groups, or to all of your employees. You can also copy and modify existing expense categories.
Related Topics:
- Add an Expense Category for all Employees
You can set up expense categories for use by all Expense Report users. - Assign an Expense Category to an Existing Employee Group
If you have set up at least one expense category for an employee group, you can add more. Only members of the selected group are given access to the expense categories that you set up. - Assign an Expense Category to a New Employee Group
You can assign expense categories to a new employee group. Only members of the selected group are given access to the categories you set up. - Copy an Expense Category
You can copy an expense report category and use it as the basis for creating a new expense report category. You can copy a single expense report category for all employees in the active company or copy an expense report category within an employee group. - Copy All Expense Categories for an Employee Group
You can copy all expense categories from one employee group to another employee group, or copy all global expense categories from the [All Groups] to a specific employee group. - Edit an Expense Category
You can edit the information for an expense category. - 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. - 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].
Parent Topic: How to...