Create an Expense Category

Permissions

You will require the following permissions:

• Base Information (Expense Categories)

1. Navigate from the homepage to Administrative Settings | Base information | Expense Categories.
   
   
   
2. From the Page Options menu, click Add Expense Category.
   
   
   
3. Complete the 'General Details' section and then click Save to add your new Expense Category.
   
   
   To assign expense items to your expense category see Create an Expense Item.