Expense Categories

January 2023: the current dashboard release has new graphics and some interface changes. Many screenshots still reflect the older release and will be updated shortly.

On the Expense Dashboard, click "All Expense Categories".

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All examples taken from a demonstration event.

The Expense Categories List appears.

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Edit an Expense Category

On the Expense Categories List, either double-click a row, or select a row and click View Record to open an expense category for editing.

Click the Edit icon (pencil) to change the name or description of the Expense Category.

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Click the Save icon (check mark) to save changes.

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Delete an Expense Category

To delete the Expense Category shown on the Event Category list, click its checkbox on the right side of the row and then click the Delete button.

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A popup window will appear prompting you to confirm the deletion. Click Continue.

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IMPORTANT

Any expenses that were assigned to the category will not be deleted, but they will have no category assigned.


Reviewed: February 2023