Home > Setting Up and Managing Processes > Expense Items and Expense Item Groups > Creating an Expense Group Entry

Creating an Expense Group Entry

Expense items may also be organized into groups just like employees and other element items. For example, you might create an Expense Group named “Travel & Entertainment” to categorize all travel & entertainment expenses; or you might create an Expense Item Group named “Billable Expenses” to group a set of expenses that are commonly billed back to a customer; etc.

To create an Expense Group entry:

1. Click on Expense in the Process Management tab.

   The Manage Expense screen will appear.

   

2. Click the Add button in the Expense Groups panel.

   The Expense Group dialog box will appear.

   

   The following table describes the various items in the Expense Group dialog box—

   Item	How to use the Item	Default Value (if any)
   Group Name	Type a unique name for the group.
   Not in group	The Not in group panel displays the names of Expense Items that have not been assigned to the group.
   In group	The In group panel displays the names of Expense Items that have already been assigned to the group.   Note: If you are creating a new entry, the In group panel will be empty until you add Expense Items to the group.
   The Add button	Select one or more Expense Items from the Not in group panel and click the Add button to add the Expense Items to the group. When you click the Add button, the Expense Items that you have selected will shift to the In group panel, indicating that the Expense Items are now members of the group.
   The Remove button	Select one or more Expense Items from the In group panel and click the Remove button to remove the Expense Items from the group. When you click the Remove button, the Expense Items that you have selected will shift to the Not in group panel, indicating that the Expense Items are no longer members of the group.

   
   

3. Once you have made all the selections and specified the other details, do one of the following—

   Do this...	To...
   Click the Save & New button	Save this Expense Group entry and start creating a new Expense Group entry.
   Click the Save & Close button	Save this Expense Group entry and return to the Manage Expense screen.
   Click the Cancel button or the Close button on the top right corner of the Expense Group dialog box	Return to the Manage Expense screen without saving the new Expense Group entry.

See also