Expense Categories

Your system administrator can set up expense categories to use for standard expense report entries. These categories allow you to apply predefined values when you select expense details for your expense reports.

Expense categories work directly with expense groups. Your system administrator can set up employee expense report groups based on departmental functions. These groups can then be allocated access to specific expense categories, which will display in the Expense Report Category lookup in Navigator. The ability to refine expense categories by group ensures that employees have access to the expense categories that are appropriate for their role.

Some of the information that is defined in expense categories includes account (direct, indirect, and reimbursable), detail, billing, and tax options. You can apply markups to each category when you are billing a specific project or class of projects.

One example for applying an expense category is when you have several reimbursable accounts for travel, including mileage, repairs, rental cars, and so on. You can create an expense category called Auto that groups these accounts and all of their relevant information together. When you open the Category lookup on the Expense Report form, the Auto category would be included in the lookup list.