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Home > Setting Up and Managing Processes > Expense Items and Expense Item Groups
Expense Items and Expense Item Groups
Expense Items are user defined names and/or codes for categorizing expense types within an organization. Expense Items are typically used to correspond with special General Ledger (GL) account codes that have been setup in a company’s accounting system so that expenses may be properly categorized, tracked, reported and/or reconciled.
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.
Use the Manage Expense screen to add/edit/delete Expense Items and Expense Groups.
The following table provides more details about the components of the Manage Expense screen—
| Item |
How to use the Item |
Default Value
(if any) |
| Expense panel |
This panel displays the list of Expense Items that have been made till now. It also has buttons to add, view/edit and delete Expense Items. |
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| The Add button |
Click the Add button to add a new Expense Item. |
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| The Open button |
Select an Expense Item in the list box and click the Open button to view or make changes to the Expense Item. |
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| The Delete button |
Select an Expense Item in the list box and click the Delete button to delete the Expense Item. |
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| Filter View |
Select whether to view only active entries, inactive entries or all entries. |
All |
| Expense Groups panel |
This panel displays the list of Expense Groups that have been defined till now. It also has buttons to add, view/edit and delete Expense Groups. |
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| The Add button |
Click the Add button to add a new Expense Group. |
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| The Open button |
Select an Expense Group entry in the list box and click the Open button to view or make changes to the Expense Group entry. |
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| The Delete button |
Select an Expense Group entry in the list box and click the Delete button to delete the Expense Group entry. |
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See also
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