Expenses that are recorded against projects can be allocated a category. These categories may then be specified in filters for reports or when processing expense claims. Thus, you may use categories to distinguish those expenses that are not to be reimbursed because, for example, they are paid by company credit card or out of a supplied cash float.
If you use expense categories, you should create them before the expense types. There are no restrictions on their use.
Click Add to create a category record. For a listed category, you can click 
then:
|
Open |
to edit the category. |
|
Clone |
creates a category with the same general details as the selected one. You must specify a code for this entry and can change other details. |
|
Code Converter |
to change the code of the category if it is incorrect. All affected records will be updated. |
|
Delete |
to delete the category, after confirmation, providing it is not in use. |