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- Find your company's CC Template and the Industrial Code you wish to add Expense Types.
- To narrow your search, you can open up the Advance Search tab and query against any of the columns
- Selecting the CC Template/Industrial Code combination will open the detail screen at the bottom.
- Click on the Assign Expense Type tabAssignment tab.
- Click the Add button to open up the list of available expense types.
- Select the Expense Types you wish to add to this Industrial Code.
- Click OK.Click Save All when finished.
- Or click on the Action menu and select "Insert All" option to map all expense types at once
Default Expense Type
You can also assign a default expense type to each Industrial Code. This expense type will be used when a user clicks the Apply button on corresponding credit card transactions.
- Select the Expense Type you want to be the default
- Click the Set to Default button Actions menu and select Set to Default from the drop down list of options. To remove a default click on the Actions menu again and select Remove Default