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How to manage expense task types and categories

This guide explains how to manage expense task types and categories.

Step by Step Guide:

    1. Navigate to Master Files > Task Types.

    2. Click Headings.

    To create a new expense heading

    3. Click New Task Type Heading.

    4. Enter the title of your heading in the description field. Enter notes if applicable.

    5. Click Save.

    To create a new expense subheading

    6. Navigate to Master Files > Task Types.

    7. Click Headings.

    8. Click New Task Type Heading.

    9. Enter the title of your heading in the description field. Check the Sub Heading box. Select the Parent heading. Enter notes if applicable.

    10. Click Save.

    Create a new expense task type

    11. Navigate to Master Files > Task Types.

    12. Click New Task Type.

    13. - 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.

    14. Click Save.

    15. 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.

    16. Click Save.