Modify an Expense Category Table

Modify a billing 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:

  1. In the Navigation pane, select Settings > Rate Tables > Expense Category Tables.
  2. At the top of the Billing Expense Category Tables form, enter either a complete or partial name or number in the Find rate table lookup field to find and select an existing billing expense category table that you want to modify.
  3. Click Edit.
    Vantagepoint opens all fields in the form for editing.
  4. Modify the information on the Billing Expense Category Tables form.
  5. Click Save.