Modify an Expense Category Table

Modify a billing expense category table when you need to update the categories lists, the accounts included in the categories, and/or their markups.

To modify an expense category table:

  1. In the Navigation pane, select Settings > Rate Tables > Expense Category Tables.
  2. Select a billing expense category table for which you want to edit grid information.
  3. Click Edit. DPS opens all fields in the form for editing.
  4. Modify the information on the Billing Expense Category Tables form.
  5. Click Save.