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.