Add Categories Dialog Box

Use the Add Category dialog box to create categories.

Location

To display the Add Category dialog box, complete the following steps:

1. From the Expense menu, click Settings > Expense Report Types.
2. On the Categories tab of the Expense Report Types screen, click Add Category.

Contents

Dialog Box Fields

Field	Description
Code	Enter a 10 digit, uppercase, alphanumeric, category code for this required field. Each expense report type code must be unique.
Label	Enter a label for this category. The label should be as short as possible and properly capitalized because it will be used on expense reports and as column headings for reports and inquires. If the layout style of the expense report type is Date Columns, this label will be used as the row heading on the expense report. If the layout style is Standard, this label will be used as a description of the category. This is a required field.
Short Label	Enter a short label for this category. This label will also be used on expense reports and as column headings for reports and inquires. It is also used on the expense reports when the layout style is Category Columns. This is a required field.
Order	Select the position in which you would like this category to be placed on the expense report. Note: You cannot skip a number when assigning the categories. They must be in numerical order.