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.

Prerequisite: Before you can add expense categories by group, you must first set up employee groups on the Employee Group tab of Expense Report Configuration.

To assign an expense category to a new employee group, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Time & Expense > Expense Categories.
2. Click New and select New Group Categories to display a blank Expense Report Categories form.
3. In the Employee Group field, select an employee group.
4. Enter expense category information in the first row of the grid.
5. To enter another expense category, click Insert to add a row.
6. Click Save.