Add an Expense Category Table

Create a new expense category table when you need to associate billing markups with categories of expense accounts.

To add a new expense category table, complete the following steps:

1. From the Vision Navigation menu, click Billing > Billing Rate Tables > Expense Categories.
2. On the toolbar of the Expense Category Tables form, click New > New Expense Category Table.
3. Enter a table number and name.
4. In the Categories grid, specify each category and multiplier.
5. In the Accounts in Category grid, specify the accounts for the table.
6. In the lookup fields at the bottom of the form, associate organizations and employees with expense category tables.
7. Click Save.

Alternative Procedure: To create new tables, you can also copy and modify existing tables.