How to manage expense task types and categories

Expense types and categories are used to group expenses and post to an associate expense account.

Video Tutorial:

Create a new expense heading and subheading

1. Navigate to MASTER FILES > Task Types.
2. Select Headings 
3. The Search Task Type Headings landing page will be presented. Here you will see headings and subheadings already created for your organization.
4. To create a new expense heading:
   1. Click on CREATE A NEW TASK TYPE HEADING.
   2. Enter the title of your heading in the description field .
   3. Enter notes if applicable.
   4. Select Save or Save & Close.
5. To create a new expense subheading:
   1. Click on CREATE A NEW TASK TYPE HEADING.
   2. Enter the title of your heading in the description field.
   3. Check the Sub Heading box. 
   4. Select the Parent heading. 
   5. Enter notes if applicable.
   6. Select Save or Save & Close.

Create a new expense task type

1. Navigate to MASTER FILES > Task Types.
2. Select CREATE A NEW TASK TYPE. 
3. Enter a Task type code .
4. Enter a Task type name. 
5. Select the default charge type.
6. Select a heading and subheading if applicable.
7. Select if the task type will be used for Time, Internal or Supplier charges.
8. Check the box to Use for Expenses and Credit Cards.
9. Click on Save or Save & Close.
10. A pop up box will be presented to assign the task type to a job, click ok. 
11. On the Select Job Types for Task Type page, select the job type for this expense type. 
12. Click on Save or Save & Close.