Add Expense Categories to All Expense Groups or Individual Expense Groups

Add expense categories to expense groups to allow employees to enter line items on expense report more easily.

Prerequisites: You must set up expense groups on the Expense Groups settings form before you can add expense categories to them.

To add expense categories to expense groups:

1. In the Navigation pane, select Settings > Expense > Categories.
2. To set up expense categories that apply to all expense groups, complete the following actions on the Expense Categories settings form:
   1. Below the Categories for All Expense Groups grid, click + Add Expense Category.
   2. In the blank row, enter information to define the category.
   3. Repeat these steps to add as many expense categories as needed.
3. To set up expense categories that apply to an individual expense group, complete the following actions on the Expense Categories settings form:
   1. In the Categories by Expense Group grid, select an expense group for which to add expense categories.
   2. Below the grid, click + Add Expense Category.
   3. In the blank row, enter information to define the category.
   4. Repeat these steps to add as many expense categories to expense groups as needed.
4. Click Save.