To configure a new expense type, in the main screen toolbar, click on the button.
Fill in the following fields on the data screen that will be displayed:
Field
|
|
ID #
|
Enter a number or code to identify the expense type.
|
Name
|
Enter a name for the expense type.
|
Upper level type
|
Select the type that, in the main screen hierarchy, is one level above the expense type in question. This field will be filled out by the system if, on the main screen hierarchy, an expense type is selected; however, it is possible to edit it.
|
Save the record.
|