Adding an itemizable expense type

You can add an itemizable expense type.

  1. Click Clear.
  2. Select Manage > Corporate Data.
  3. Select Expense Type in the Data Type field.
  4. Specify this information:
    Name
    Specify Caddie Fee.
    Expense Category
    Specify Entertainment.
    G/L Code
    Specify 6540.
    Travel Category
    Select Entertainment.
    Special Code
    Select Other.
    Short Label
    Specify Caddie Fee.
    Itemization Only
    Select Yes.
    Status
    Select Active.
    External Key
    Specify Caddie Fee.
  5. Click the Membership tab.
  6. Click Add Data Group. The Select Groups of Type Data screen is displayed.
  7. Click Find.
  8. Select Corp: Default.
  9. Click Pick Selected.
  10. Click Add.
  11. Click the Expense Type tab.
  12. Specify this information:
    Name
    Specify Cart Rental.
    Expense Category
    Specify Entertainment.
    G/L Code
    Specify 6540.
    Travel Category
    Select Entertainment.
    Special Code
    Select Other.
    Short Label
    Specify Cart Rental.
    Itemization Only
    Select Yes.
    Status
    Select Active.
    External Key
    Specify Cart Rental.
  13. Click the Membership tab
  14. Click Add Data Group. The Select Groups of Type Data screen is displayed.
  15. Click Find.
  16. Select Corp: Default.
  17. Click Pick Selected.
  18. Click the Expense Type tab.
  19. Specify this information:
    Name
    Specify Golf Club Rental.
    Expense Category
    Specify Entertainment.
    G/L Code
    Specify 6540.
    Travel Category
    Select Entertainment.
    Special Code
    Select Other.
    Short Label
    Specify Golf Club Rental.
    Itemization Only
    Select Yes.
    Status
    Select Active.
    External Key
    Specify Golf Club Rental.
  20. Click the Membership tab
  21. Click Add Data Group. The Select Groups of Type Data screen is displayed.
  22. Click Find.
  23. Select Corp: Default.
  24. Click Pick Selected.