Expense Categories Table
Use this page to manage the Expense Category codes used for Expense form entry.
You must create an Expense Type before creating an Expense Category.
Menu Path
From the Fund Accounting menu, select Reference Tables, then Expense Categories.
Add Expense Category
On the Expense Categories page, click Add.
Complete the fields as needed.
Click Submit.
Fields and Descriptions
Field | Description |
|---|---|
Code | Enter the code to identify the Expense Category. Required field. |
Description | Name or title of the Expense Category. Required field. |
Default Account Code | Select the default account code to display on the Expense Entry form when the Expense Category is selected. |
Expense Type | Select the Expense Type for the category. Required field. |
Unit Cost | Enter the default unit cost to display on the Expense Entry form when the Expense Category is selected. |
Advance Permitted | Select this field to indicate if an advance request is permitted when users select the Expense Category. If this field is not selected, users will not be able to |
Attachments Required | Select this field to indicate if users must attach supporting documentation to any expense requests. The Attachments field becomes a required field on the Expense form entry page. |