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Home > Setting Up and Managing Processes > Expense Items and Expense Item Groups > Adding an Expense Item Entry > Assigning the Expense Item to One or More Groups
Assigning the Expense Item to One or More Groups
Previous: Adding an Expense Item entry
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Click on the Groups button to display the Groups panel.
Use the Groups panel to assign the expense to one or more groups.
The following table describes the various items in the Groups panel—
| Item |
How to use the Item |
Default Value
(if any) |
| Is not a member of |
The Is not a member of panel displays the Expense Groups (if any) that have not been assigned to the expense item. |
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| Is a member of |
The Is a member of panel displays the Expense Groups (if any) that have been assigned to the expense item.
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Note: If you are creating a new entry, the Is a member of panel will be empty until you assign the expense item to a group. |
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(See Creating an Expense Group for more details on creating Expense Groups.) |
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| The Add button |
Select one or more group names from the Is not a member of panel and click the Add button to make the expense item entry a part of those groups.
When you click the Add button, the group names that you have selected will shift to the Is a member of panel, indicating that the expense item is now a member of those groups. |
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| The Remove button |
Select one or more group names from the Is a member of panel and click the Remove button to remove the expense item entry from those groups.
When you click the Remove button, the group names that you have selected will shift to the Is not a member of panel, indicating that the expense item is no longer a member of those groups. |
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Next: Entering other details about the Expense Item
See also
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