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Expense codes are a means to further categorize expenses to a WBS. Expense codes are either direct or indirect; selecting a direct expense code compels an employee to associate a WBS with an expense. An indirect expense code does not require a WBS. By default, Direct and Indirect are set up in the system already. Whether employees are required to select an expense code upon expense entry is determined upon system setup. A common use of direct and indirect expense codes is to determine the percentage of the expense that is allowable and billable to clients, and the percentage that is not allowable and cannot be billed.

To create Expense Codes:

1. Click on Expense to expand the menuExpand Expense by clicking on the arrow Image Added.
2. Click Expense Code.In
3. the Expense Code window, click the Add Click on the Add button.
4. In the ID field, enter an IDFill in the following fields:
   1. ID*: Enter an ID for the expense code. The maximum length of this field is 20 characters.
   In the Name field, enter
   1. Name*: Enter a name to identify the expense code. This is the text displayed to the users. The maximum length of this field is 100 characters.
   In the
   1. Direct Charge
   field
   1. *:
   Select Yes if employees must
   1. 1. Yes - If user is required to select a WBS when choosing this expense code.
   Select No if employees must not
   1. 2. No - If user is not required to select a WBS when choosing this expense code.
   In the Description field, enter
   1. Description: Enter text to further identify the expense
   code
   1. type. This field is limited to 255 characters.
5. In the Active box, check the box if this expense code is to be available now.
6. Click the Save button.Click Save.

* Indicates a required field