Assign an Expense Category to a New Employee Group
You can assign expense categories to a new employee group. Only members of the selected group are given access to the categories you set up.
Prerequisite: Before you can add expense categories by group, you must first set up employee groups on the Employee Group tab of Expense Report Configuration.
To assign an expense category to a new employee group, complete the following steps:
- From the Vision Navigation menu, click .
- Click New and select New Group Categories to display a blank Expense Report Categories form.
- In the Employee Group field, select an employee group.
- Enter expense category information in the first row of the grid.
- To enter another expense category, click Insert to add a row.
- Click Save.