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19.5 Setup and Configure Tool- Budget and Expenses


Categories for Budget and Expense items are setup through this section. The main Setup screen for Budget and Expense Categories is shown below.

A color is associated with each Category and can be chosen using the same color menu tools as found within Appointment and Task Categories.

The Budget and Expenses Categories that are established in the Setup & Configure Tool will pre-populate within Budget and Expenses in Projects and through the Personal Tab for each Employee profile you have for when they add Expenses related to their activity.

The screen for a budget item within Projects is shown below, with the Categories visible in a drop down menu.

The view from the personal tab for individual expenses is shown in the image below. Keep in mind that expenses will show up in the reports and within each Employee profile under the Expenses tab.

Within a Project Budget items can be an overall item where expenses are in relation to a Budget or they can be stand alone budget items. Expenses operate in the same way they can be in relation to a Budget or stand alone expenses that will need to be submitted in a report.

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