Add an Expense Category for all Employees

You can set up expense categories for use by all Expense Report users.

To add an expense category for all employees, complete the following steps:

  1. From the Vision Navigation menu, click Configuration > Time & Expense > Expense Categories.
  2. In the Search field on the Expense Report Categories form, select one of the following actions:
    Option Description
    To use the lookup Click and then select [All Groups] on the lookup.
    To use Quick Find In the Search field, enter All Groups and press ENTER.
    Vision displays in the grid the existing expense categories that are set up for all employees in the active company.
  3. On the grid toolbar, click Insert to insert a blank row.
  4. Enter expense category information in the fields on the new row.
  5. Click Save.