Expense Categories Report

The Expense Categories report lists the settings that you entered for the expense categories that you set up on the Expense Report Categories form in Configuration > Time & Expense > Expense Categories.

The configuration settings for each expense category in a group are displayed on a separate page in the report.

If you use multiple companies, the report includes expense categories for the active company.

Contents

Column	Description
Group	This column displays the employee group to which the expense category belongs.
Category	This column displays the description of the expense category.
Detail Type	This column displays the detail type that you selected for the expense category. You can associate the following Detail forms with an expense category: General Business Meals Travel/Mileage No Detail
Bill by Default	If the Bill by Default check box contains an X, you selected the Bill By Default check box on the Expense Report Categories form for this expense category. This indicates whether or not you want to bill the client for all expenses charged to this category.
Billable Message	This section shows the type of billable message that you chose to show users when they charge an expense to this category. Billable message options are: Warning Error No Message
Account Information	This section displays information about the accounts that are charged when a user enters an expense for this expense category. Because the type of account charged may differ (depending on the project and the billing status of the expense item) this section displays an account number and name for the following account types: Reimbursable Account Direct Account Indirect Account If the Allow users to make changes to account number check box contains an X, users can change the default account numbers when they enter expense for this category.
Company Paid Override	If you set up the expense category as a company paid item, the following information displays in this section: Company Paid Project Number and Name Company Paid Phase Number and Name Company Paid Task Number and Name Company Paid Account Number and Name
Tax	This section displays the settings that you entered for an expense category in the Tax section on the Expense Categories dialog box. This section displays the following: A list of the tax codes that you entered for the expense category and the tax code descriptions. Whether or not you selected the Allow staff users to change tax code check box. This setting allows users to change (insert and delete) tax codes on the Tax Codes dialog box when they enter expense reports in Time & Expense. Whether or not you selected the Allow staff users to change tax amount check box. This setting allows users to change the tax amount on the Tax Codes dialog box when they enter expense reports in Time & Expense.