Add an Expense Category Table

Create a new billing expense category table when you need to apply billing markups to categories of expense accounts.

To add a new expense category table:

1. In the Navigation pane, select Settings > Rate Tables > Billing Expense Categories.
2. Click + New Rate Table.
3. Enter a table name and number.
4. Optional. Enable Available for Planning to make the table available on the Planning Rates tab in Planning.
5. Optional. In the Properties lookup fields, associate organizations and employees with the expense category table.
6. In the Categories grid, use the lookup to find categories and specify the multiplier to be applied to the category.
7. Click a category record entry in the Categories grid to enable the Accounts in <name of category> grid. The contents of this grid depends on the highlighted category in the Categories grid. The grid name changes dynamically to display the category name and the accounts the expense accounts associated with it.

   For example, if you click on the entry 'Travel' in the Categories grid, the name of the grid changes to 'Accounts in Travel' and displays the associated expense accounts (e.g., Meals, Lodging, Airfare).

8. In the Accounts in <name of category> grid, use the lookup to find GL accounts and specify the multiplier to be applied to the account.
9. Click Save.