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.