Under the General tab, you can set such details as:
- Category Title - enter the Category name you wish to make accessible to users within the ExpensePoint™ system. Try to name the Categories clearly and simply for the user. It is best to use the names that a user would call it.
- Add Tools – by checking the boxes for either of these 2 options, the selected tool(s) will be added to your editing window when creating/modifying an Expense:
- Route (Google Maps)- will add the Add Route tab on your Expense editor screen.
Users can add Mileage Expenses by entering the destinations into the Route Calculator screen by clicking on it.
- Mileage - if you enable this Mileage tool for the category that you are creating, it will add a little Calculator icon to the Units field:
This Units Calculator will help Submitters calculate their Mileage by entering the Start and End Mileage. The Total Mileage will be calculated, and Submitters can split Business Mileage from the Personal Mileage, as necessary.
- Default Payment Method – enter the Payment Method for this Category. Users will have this field pre-filled (defaulted) by selecting this Category.
- Default Personal Expense - can be any of the options available through the dropdown list:
- Not Personal Expense – choose this option if this Category cannot be a Personal Expense
- Personal Expense – select this option if you want this Category to be set as a default for Personal Expenses.
- Not Specified
If left blank, Submitters will get the full list of the available Payment Types in the drop-down options.
- Default Cost Per Unit - enter the amount to set a default Cost for this Category type. Otherwise, please leave it blank. This field benefits Mileage rates, Per Diems rates or Car Allowances.
- Tax Calculation - can be set to:
- Automatic – based on the Taxes set in the system. The Tax amount will be auto-calculated based on the Tax percentage and available as read-only for the Submitter.
- Manual – the Tax rate would appear empty, and the Submitter must fill it out manually.
- Automatic/Manual - Tax percentage will show up, but the Submitter can overwrite it.
- Taxes table - includes the Tax and Rate columns. Enable the checkbox to apply the Tax to the category you are creating.
- Lock Tax Selection – check this box if you want to disable Submitters to choose the Tax type for this Category.