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Creating Expense Categories

Create an expense category to organize and track various expense types within an organization.

To create expense categories:

  1. Click the "" Projects menu and select Enterprise Project Data, or click the Administer menu and select Enterprise Data.
  2. In the Enterprise Data pane, expand Activities and click Expense Categories.
  3. On the Expense Categories page:
    1. Click "" Add (Insert).
    2. In the Category field, double-click and type a name.
    3. Click "" Save (Ctrl+S).

Tips

To change an expense category, double-click it, then type a new name. The change applies to all projects to which the expense item is assigned.

Related Topics

About Expenses

Enterprise Data Page

Expense Categories Page


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