Enter an Expense Category for an Expense Record

To enter an expense category for an expense record, select it in the Expense Category Lookup dialog box.

To enter an expense category for an expense record, complete the following steps:

1. In the CATEGORY column, do either of the following:
   • Enter one or more characters from the expense category name to display a drop-down list of categories that contain those characters. Select the category you want from that list.
   • Click to display a list of all available expense categories in the Expense Categories Lookup dialog box, and continue with step 2.
2. If the expense category you want is not visible in the lookup dialog box, do one or more of the following to locate it:
   • Scroll the list until the category is visible.
   • In the search field above the grid, enter one or more characters from the expense category name to display only categories that contain those characters.
   • Click the column label for the EXPENSE CATEGORY column in the lookup dialog box to sort the list in the reverse order. (A sort icon ( or ) displays next to the current sort column.) You can also click the column label for the EMPLOYEE GROUP column to sort based on that column.
3. When you locate the expense category that you want, click it to select it.
4. Click Select to enter the expense category in the expense record.