...

By creating groups (folders) for related expense items, you can create a hierarchy structure. The number of levels is virtually unlimited.

The toolbar buttons

To add a new expense item, click the Create button on the toolbar. For details, refer to Adding an Expense Item. For description of other buttons, refer to List toolbar.

To view or edit an existing expense item, double-click the line with the expense item in the list. 

As the list is populated, you can change its display settings. Click More actions on the toolbar and select Configure list. For more information on the list settings, see Working with the item list.

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

Creating a Group of Expense

...

Items 

In the Expense Items (create folder) form, to create a group, enter its description. 

...

Then, you can populate the group by creating new expense items or by using drag and drop of existing expense items.

See also