Use this page to set up your expense codes and sub codes. Once you define an expense code, you can define its sub codes.
To add a new expense code to this list, select the ADD A NEW RECORD button. When adding a new expense code, enter the expense code information and select the INSERT button to save it.
To modify or delete an existing expense code, click the SELECT area to the left of the name of the desired expense code. Then update the expense code information and SAVE it or click the DELETE button.
To add a sub code to this expense code, click ADD SUB CODE.
To edit a sub code or remove it from the expense code, click the name of the sub code. Edit and SAVE the information or click DELETE.
To export this list of expense codes to a Microsoft Excel spreadsheet, click the EXPORT TO EXCEL button.
To limit the list of items shown in this list, apply a filter. Select a column to filter on from the FILTER FOR drop-down list. Then enter a value for that column in the box next to the "=" sign. The asterisk (*) wildcard character is allowed. The asterisk means that 0 or more characters are allowed in that position. For example, to list all of your expense codes that have the word "consulting" in their name, you would enter: *consulting*.
If the page you are using allows you to filter by "Active" status, you may enter values such as True, Yes, Y, False, No, or N.
To sort this list, click on the header label of the column you want to sort by. This sorts the column in ascending order. Clicking that same column a second time will sort the column in descending order. |