Modify an Expense Category Table

Modify a expense category table when you need to update the categories lists, the accounts included in the categories, and/or their markups.

To modify an expense category table, complete the following steps:

  1. From the Vision Navigation menu, click Billing > Billing Rate Tables > Expense Categories.
  2. On the Expense Category Tables form, select the table.
  3. Update the information on the Expense Account Tables form.
  4. Click Save.