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When adding expenses into the Budget System, expense categories must be selected. Expense categories are used for tracking expenses through the Budget System and Management Reports.
To add an expense category:
- Enter the category name.
- Click the Add button. The Expense Category Administration page will refresh with that expense category added. There is no limit to the number of categories that can be added to the system.
To edit an expense category:
- Click on the category name to edit.
- Make appropriate changes to the name.
- Click the Update button. The Expense Category Administration page will refresh with that category edited.
To delete an expense category:
- Click Delete on the line next to the category name. Categories may only be deleted if no expenses in the system reference the category. If the category is currently in use and cannot be deleted, the button will say In Use.
- When an expense category is deleted, the Expense Categories Administration page will refresh with that category deleted.
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