Overview
Use this page to add and configure expense categories.
Screen Elements
Add (Ins) button
Creates a new category for managing different types of entries.
Full Screen
Expands the current work area so it fills the entire display.
Prints the current page, table, chart, or item.
Search
Searches the view or dialog box for data matching the criteria entered into the box.
Row Actions menu
Add: Creates a new item.
Delete: Removes the selected item permanently.
Move Up: Moves the selected item up within the same level in the hierarchical arrangement.
Move Down: Moves the selected item down within the same level in the hierarchical arrangement.
Category field
The name of the expense category. You can use expense categories to organize and track various expense types within an organization.
Download
Enables you to download the view as an Excel file. For hierarchical data, the top level and any expanded levels are downloaded. For flat lists, all columns are downloaded.
Getting Here
- Click Administration.
- On the Administration navigation bar, click Enterprise Data.
- On the Enterprise Data page, expand Activities and click Expense Categories.