Looking up e-xpense categories

If you ever need to enter an e-xpense category but don't know the code, follow these steps to look it up from a list of valid codes.

To look up an e-xpense category

  1. If you need to look up the e-xpense category, click Look Up to the right of the field. The Look Up e-xpense Category screen appears.

  2. Enter one or more search criteria. Your choices are: e-xpense category, description.

    Hints:     You can enter partial information in a search field, such as A to retrieve all categories that begin with the letter A, or %A to retrieve all categories that contain the letter A. You can leave all search fields blank to retrieve all of your company's e-xpense categories.

  3. Click Search to retrieve category records that match the criteria you entered. The search results appear in the bottom section of the screen, which includes a count of the number of records found.

  4. If necessary, scroll to find the category record that you are looking for.

  5. When you find the e-xpense category that you are looking for, click Select to the left of the record. The previous screen reappears with the category that you selected added to the field.

Note that at any time while looking up a field, you can click Cancel to cancel your search, close the screen, and return to the previous screen.