Create Expense Category

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Although not mandatory to use Expense Categories, they will make tracking and reporting expenses much easier.

Add Expense Category

To create a new Expense Category, click the Add New Expense Category entry on the Expense Dashboard sidebar.

An example taken from a demonstration event.

The Add Expense Category window will appear.

Enter a Name for the category. This is required.

The Description is optional although may be useful in describing the types of expenses.

Click the Add Expense Category button.

INFORMATION

Expense Categories are needed to use Consignment Categories.
See ∞ Add Consignment Category for reference.

Last reviewed: May 2023