Edit an Expense Category
You can edit the information for an expense category.
To edit an expense category, complete the following steps:
- From the Vision Navigation menu, click .
-
In the
Search field on the Expense Report Categories form, select one of the following actions:
The only employee groups available for selection are those groups in the active company for which you have already set up expense categories. When you select a group, Vision displays the associated expense categories in the grid. If you select all groups, all expense categories display.Option Description To use the lookup Click
and then select an employee group or select
All Groups on the lookup.To use Quick Find In the Search field, enter all or part of an employee group name and press ENTER, or enter All Groups and press ENTER. - In the grid on the Expense Report Categories form, click the row that contains the expense category that you want to edit.
-
On the grid toolbar, click
Edit.
Vision displays the Expense Categories dialog box, which displays details for the selected category.
- Edit the expense category information and click OK on the dialog box to return to the Expense Report Categories form.
-
Click
Save.
