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
- Navigate to MASTER FILES > Task Types.
- Select Headings
- The Search Task Type Headings landing page will be presented. Here you will see headings and subheadings already created for your organization.
- To create a new expense heading:
- Click on CREATE A NEW TASK TYPE HEADING.
- Enter the title of your heading in the description field .
- Enter notes if applicable.
- Select Save or Save & Close.
- To create a new expense subheading:
- Click on CREATE A NEW TASK TYPE HEADING.
- Enter the title of your heading in the description field.
- Check the Sub Heading box.
- Select the Parent heading.
- Enter notes if applicable.
- Select Save or Save & Close.
Create a new expense task type
- Navigate to MASTER FILES > Task Types.
- Select CREATE A NEW TASK TYPE.
- Enter a Task type code .
- Enter a Task type name.
- Select the default charge type.
- Select a heading and subheading if applicable.
- Select if the task type will be used for Time, Internal or Supplier charges.
- Check the box to Use for Expenses and Credit Cards.
- Click on Save or Save & Close.
- A pop up box will be presented to assign the task type to a job, click ok.
- On the Select Job Types for Task Type page, select the job type for this expense type.
- Click on Save or Save & Close.