Categories Subtask
The Categories subtask displays the valid categories that you can use on an expense report, the order in which they appear, and a long and short label for each.
| Field | Description |
|---|---|
| Locale |
Use the drop-down list to select the locale for this expense report type. The list contains locales set up on the Configure General Settings screen. |
| Retrieve |
Click this button to refresh the data in the Categories table. |
Category Table
Use this table to add, edit, and delete categories that can be used for this expense report type.
| Field | Description |
|---|---|
| Code |
This field is non-editable. |
| Label |
Enter a label for this category. The label should be as short as possible and properly capitalized because it will be used on expense reports and as column headings for reports and inquires. When the layout style of the expense report type is Date Columns, this label will be used as the row heading on the expense report. When the layout style is Standard, this label will be used as a description of the category. This is a required field. |
| Short Label |
Enter a short label for this category. This label will also be used on expense reports and as column headings for reports and inquires. It is also used on the expense report when the layout style is Category Columns. This is a required field. |
| Order |
Select the position in which you would like this category to be placed on the expense report. Note: You cannot skip a number when assigning the categories. They must be in numerical order.
|