Expense Categories

Expense category, specific categories used to enter expenses (for example, Travel, Meals, Software, Hardware).

How to use this view:

In the tool bar, you can clone, add or delete items. In the table part, you can select any item, and edit it by using actions in the popup menu.

Field Description Table

Field	Description
*Name	An expense category name (up to 250 characters).
Color	The color of the expense category. This color is reserved for future use.
Leader	The leader name of this expense category. To add or edit the leaders, go to the Users view in the Users category.
Effective Date	The date when the changes made will take effect.
Description	Text to describe the expense category.

To clone expense category:

Click Advanced -> Expense Categories button on the left side shortcut bar, select the place you want to clone, then click the Clone button (Click the Clone button on the pop menu; click the Clone button on the top toolbar)
Modify if necessary, after modify, click the Save button.

To add expense category:

Click Advanced -> Expense Categories button on the left side shortcut bar, Click the Add button (Click the Add button on the pop menu; Click the Add button on the top toolbar).
Enter a unique expense category's Name (up to 255 characters).

The following steps are optional:

Choose Leader of the expense category.
Enter Effective Date.
Enter Description to describe the expense category. This is useful to help you and others remember the details of this expense category.

To modify or delete expense category:

Click Advanced -> Expense Categories button on the left side shortcut bar.
Choose the Expense Category from the list.
Modify if necessary, after modify, click the Save button.
Delete if necessary, click the Delete button.

	The fields marked with * are required fields. When add a new entry, you need fill something in these fields.
	Table View integrates a lot of buttons for easy operation, click here to learn them.
	Clone can easy of entry item. Just select an item, use the action of Clone to clone, and create a new entry with the same settings.
	Switch to the appropriate tab to add Notes, Phones and Addresses.