Follow these instructions to delete an e-xpense category record if needed.
Caution: Before you delete a category, make sure that you have not already selected the category in an expense form. If you have, then remove the category from all expense forms where it is referenced before you delete it.
To delete a category
From the JAMIS Administration home page > Setup tab, under Expense Setup, click e-xpense categories. Or, from the top of any JAMIS Administration screen, click Expense Setup > e-xpense Categories. The e-xpense Categories screen appears.
In the Filters section, enter one or more search criteria for the category that you want to delete. Your filter choices are: e-xpense category, description, category type.
Hints: You can enter partial information in a filter field, such as A to retrieve all categories that begin with A, or %A to retrieve all categories that contain the letter A. You can leave all filter fields blank to retrieve all category records.
Click Retrieve to list category records that match the criteria you entered. The results appear in the bottom section of the screen.
If needed, scroll to find the category that you want to delete. JAMIS displays the records in ascending order by category code. You can sort the list differently by clicking the appropriate column heading once or twice.
Click Delete to the left of the category that you want to delete. A message asks you to confirm that you want to delete this category.
Click OK to commit your deletion.
Repeat the appropriate steps as needed to delete additional categories.