Create an expense category to organize and track various expense types within an organization.
To create expense categories:
- Click Administration.
- On the Administration navigation bar, click Enterprise Data.
- On the Enterprise Data page, expand Activities and click Expense Categories.
- On the Expense Categories page:
- Click Add.
- In the Category field, double-click and type a name.
- Click Save.
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.
- To change the order in which an expense category is displayed, select it, then click Row Actions and select Move Up or Move Down.