Expense Group Setup

Expense Groups allow administrators to group expense types for any purpose. They might group related expense types, such as having a meals expense group for breakfast, lunch and dinner expense types. Some clients create expense groups to mirror their General Ledger accounts. If you have no use for Expense Groups, it will still be necessary to create one as a default. Expense Type Groups can be an element in the reports produced by Admin, but are not seen by employees during expense entry. Expense type groups may also be used in the creation of expense policy rules.

To create Expense Groups:

1. Expand Expense by clicking on the arrow .
2. Click Expense Group.
3. Click on the Add button.
4. Fill in the following fields:
   1. ID*: Enter an ID in the field. The maximum length of this field is 20 characters.
   2. Name*: Enter a name to identify the expense type group. The maximum length of this field is 100 characters.
   3. Description: Enter text to further identify the expense type group. This field is limited to 255 characters.
   4. Active box: The active box will be checked by default. If this expense group should be inactive, you will need to uncheck the box.
5. Click Save

* Indicates a required field