Assign an Expense Category to an Existing Employee Group

If you have set up at least one expense category for an employee group, you can add more. Only members of the selected group are given access to the expense categories that 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 add an expense category to an existing employee group, 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 the employee group on the lookup.
   To use Quick Find	In the Search field, enter all or part of the employee group name and press ENTER.

   The only employee groups available for selection are those groups in the active company for which you have already set up expense categories. When you select an employee group, Vision displays on the grid the existing expense categories for that employee group.
3. On the grid toolbar, click Insert to insert a blank row on the grid.
4. Enter expense category information in the fields on the new row.
5. Click Save.