Expense Categories

This lesson explains how to use the Expense Categories tool in CMAP.

Step 1: Go into the Admin tab, find the Expense Categories tool and click it.

Any expense categories listed here will show as category options when users are itemising their expense claims 

Adding a new Expense Category

Step 1: Give your new Expense Category a Name by completing the text box at the bottom of the list.

Step 2: Click Add Item.

Editing an Expense Category

Step 1: Click the Edit pencil next to the item you wish to edit, change the Name as appropriate and click Save.

Archiving an Expense Category

Step 1: Click the 'X' next to the item you wish to archive, then click 'Yes'.

NOTE: Historic personal expense claims booked to an archived Expense Category will remain intact 

To restore an archived expense category, click the Show Archived Items link, then click Restore.