Before you can create expenses for your Forecast projects, you have to review and decide which expense categories your projects will be using.
This article will walk you through:
Reviewing your expense categories
To have access to create and/or edit expense categories, you have to be an Admin in your Forecast account.
To review your expense categories
- Click Admin in the top bar.
- Select Finance from the dropdown.
- Click Expense Categories.
Creating a new expense category
Administrators can create new expense categories when needed and can be used in any of the projects available in Forecast.
To create a new expense category:
- Click Admin in the top bar.
- Select Finance from the dropdown.
- Click Expense Categories.
- Click on the empty field under the already created expense categories.
- Type the name of the new expense category.
- Click on the Plus button to save.
Editing an expense category
Administrators can also rename, disable, and delete existing expense categories.
To rename an expense:
- Click Admin in the top bar.
- Select Finance from the dropdown.
- Click Expense Categories.
- Click on the name of an already existing expense.
- Enter the new name and click anywhere outside the field.
To disable or delete an expense:
- Click Admin in the top bar.
- Select Finance from the dropdown.
- Click Expense Categories.
- Click on the three dots next to the expense.
- Select either to disable or delete an expense.
If an expense category is in use, it will not be possible to delete it, only disable it.
Comments
0 comments
Article is closed for comments.