City

To enter Cities:

  1. Expand Expense by clicking on the plus sign.
  2. Expand Place by clicking on the plus sign.
  3. Click on City.
  4. Click on the Add button.
  5. Fill in the following fields:
    1. Country*: Select a country (set up in Country) in the drop down.
    2. State ID*: Select a state (set up in State) in the drop down.
    3. City ID*: Enter an ID for the city. The maximum length of this field is 20 characters.
    4. Name*: Enter a name to identify the city. This is the text displayed to the users. The maximum length of this field is 100 characters.
    5. Search Name*: Enter a name this city can be searched by users.
    6. Display Name*: Enter a display name for the city. This could be a different variation of the Name or Search Name.
    7. Operating Unit(V8.3 and higher): Select the Operating Unit you would like the city to be assigned to. If assigned the City will only be visible to the users within the assigned Operating Unit
    8. Department(V8.3 and higher): Select the Department you would like the city to be assigned to. If assigned the City will only be visible to the users within the assigned Department
    9. Location(V8.3 and higher): Select the Location you would like the city to be assigned to. If assigned the City will only be visible to the users within the assigned Location
    10. Active*: Check the box if this city is to be available for selection now. (Checked by default)
  6. Click Save.

* Indicates a required field


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