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How to Create an Expenses Category

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Create an Expenses Category or Cost Code

There are a number of pre-determined expense category’s on the system. However, you can create your own if you want to.  To create an expenses category, log on to the software. Self-Serve opens automatically in My Holidays; Click on Admin (see 1 on the screenshot below) in the Top Menu, then select Expenses  (see 2 on the screenshot below) from the side menu this will open the expenses category list.

To create a  new expenses category follow the steps below:

  • Write the name in the Item Name Box  (See 3 in the screenshot below)
This is the name that will show on the drop down list in self serve.
  • Optional, You write a description in the Item Description box (See 4 in the screenshot below)
  • Click Save (See 5 in the screenshot below) to save the newly created Expenses Category
N.B If you do not click on save, the newly cretated expenses category will be lost, once you open another expenses category or move to another page.
  • To clear the form to create a new expenses category click on the Clear button (See 6 in the screenshot below)
  • To open an existing expenses category select the category from the list (See the highlighted section 7 in the screenshot below) and select the Edit button (See 8 in the screenshot below)
  • To delete an expenses category select the category from the list (See the highlighted section 7 in the screenshot below) and slect the Edit button (See 8 in the screenshot below) when the expenses category is open, you can delete it by pressing the Delete button (See 9 in the screenshot below)
When you delete an expenses category, you must click on Save to save your changes,  otherwise the the category will be reinstated when you move to a new page or press clear to create a new expenses category.
N.B. you cannot open amend or delete predefined expenses categories.

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