Example of creating an expense type

To create an expense that can be itemized you must perform these tasks:

  • Create the main expense.
  • Create the expenses used when itemizing.
  • Link the expenses used when itemizing to the main expense.
  • Associate the expense type with a payment type.
  1. Select Manage > Corporate Data.
  2. Select Expense Type in the Data Type field.
  3. Specify this information:
    Specify Golf.
    Expense Category
    Specify Entertainment.
    G/L Code
    Specify 6540.
    Travel Category
    Special Code
    Select Other.
    Short Label
    Specify Golf.
    Itemization Only
    Select No.
    Select Active.
  4. Click the Membership tab
  5. Click Add Data Group. The Select Groups of Type Data screen is displayed.
  6. Click Find.
  7. Select Corp: Default.
  8. Click Pick Selected.
  9. Click Add to save the data.