To add an expense item, press the ‘Create’ button on the toolbar of the respective catalog. To edit the existing one, double click the line with its name. You can also select the line, press the ‘More’ button (in the upper right corner) and click ‘Edit’ in the drop-down list. You can right-click the line instead of pressing the ‘More’ button.

In the create form, only the Description field is required. The description will be displayed in the system interface and in the drop-down lists.

Image Removed

Expense Item (create) form

The Additional Information is used for interpretation of the item so we recommend completing this field.

If an item Using the Expense Item (create) form, you can add a new expense item. Also, you can create a new expense item type.

On this form, the Description and Expense Item Type fields are required.

Image Added
The Expense Item (create) form 
If an item is a part of a certain group, select its group in the Folder field or create a new group to hold the item by clicking the Image Added button in the drop-down list.

In the Description field, type a brief description of an expense item. 

<Auto> in the Code field indicates that the system will assign a unique identifier to the new expense item once you save it.

In the Expense Item Type field, select a type to which the item belongs. To open the list of Expense Item Types, click the arrow down button in the field and then, select Show All; to create a new expense item type, select Image Added. For details, refer to the Expense Item Types section below. 

Use the Additional Information text box to provide an explanation of the expense item and recommendations when to use it.

Click the Save button to save the new expense item or the Save and close button to save the item and close the form.

Expense Item Types

Expense item types are used to group similar or related expense items. The list includes a number of predefined types, you can add any industry-specific expense item types.

Image Added
The Expense Item Types list

To view or edit an existing expense item, double-click the line with the expense item in the list. For description of other buttons, refer to List toolbar.

Click the Create group button to create groups (folder) for expense item types.

To add a new expense item type, click the Create button on the toolbar. 

Adding a New Expense Item Type 
If an expense item type is a part of a certain group, please specify it in the Folder field (to open the directory for selection, click the ‘Show all’ hyperlink select its group in the Folder field or create a new group to hold the item type by clicking the Image Added button in the drop-down list). If the necessary folder has not been added yet, you can create it by pressing the ‘Create Group’ on the toolbar of the displayed directory or by pressing the Image Removed button in the same drop-down list.After completing the form, press ‘Save and close’ or ‘Save’ to save the applied changes. When saving a new item, the system will assign it a unique code that can be edited.

Image Added
The Expense Item Type (create) form

In the Description field, provide a brief description of the expense item type which will help you locate this type for selection. 

<Auto> in the Code field indicates that the system will assign a unique identifier to the new expense item type once you save it.

Click the Save button to save the new expense item type or the Save and close button to save the item type and close the form.