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On this form, the Description and Expense Item Type fields are required.
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 button in the drop-down list.
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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
. For details, refer to the Expense Item Types section below....
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.
The Expense Item Types list
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If an expense item type is a part of a certain group, select its group in the Folder field or create a new group to hold the item type by clicking the button in the drop-down list.
The Expense Item Type (create) form
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