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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
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.
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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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