Attendee Expense Category

Expense > Maintenance > Attendee Expense Category

The Attendee Expense Category maintenance page allows users with assigned Security access to view, edit and add Categories to match the specific Attendee Tracking and reporting needs of the organization.  A number of predefined standard Categories are available upon installation of WorkPlace.  Active Attendee Expense Categories are available for optional entry and selection when allocating expenses to Attendees within the Travel and Expense solution.

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Entry Fields

Active Checkbox

Indicates if the Category is active and available for selection when allocating expense lines to an Attendee.

Require Product

When enabled and the Category is selected for an Expense Attendee, the user will be required to select an Attendee Expense Product before they are permitted to save.  When this option is not checked, the Product field will be optional when entering Attendee details to an Expense line.

Category

Enter up to 20 characters to serve as a unique value for the Attendee Expense Category.  This is primary identifier that users will be able to view, enter and select when allocating expenses to Attendees.

Description

Enter a detailed description of the selected category for reference purposes.