Creating Expense Categories

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

To create expense categories:

  1. On the  Navigation Menu, expand  Administration and click Enterprise Data.
  2. On the Enterprise Data page, expand Activities and click Expense Categories.
  3. On the Expense Categories page:
    1. Click  Add.
    2. In the Category field, double-click and type a name.
    3. Click Save.

Tip

  • 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 "" Context and select Move Up or Move Down.

Related Topics

About Expenses

Expense Categories Page


Last Published Wednesday, April 1, 2026