[HR] Add an Expense Category

Created by Felixe Sergerie-Dostie, Modified on Mon, 24 Feb at 1:11 AM by Joannie Bouchard

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The article concerns the following role(s):
MHR

The article requires the following module(s):
EXPENSE REPORT

 On the Web App: 
On the Mobile App: 

1. Click on the cogwheel.

2. Click on the "Expense Report" module. 

3. Go to "Categories" and click on "New Category".

4. Complete the form to create the new category.
Expense Type: "Money" or "Quantity",
Category Code, 
French Title,
English Title,
Amount,
Rate,
GL Code,
Reimbursement Pay Code
If a supporting document is required, check the "Needs Attachment?" box
Check the "Is Active" box

5. Save.


Sorry, this feature is not available on the mobile application.