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Edit Billable Sources

Steps to Edit a Billable Source in ExpensePoint

  1. Open Settings Manager
    From the top of your ExpensePoint screen, click the Settings Manager module.
    Settings Manager module at the top of the ExpensePoint screen
  2. Access Billable Sources
    Click on Billable Sources in the navigation menu on the left side.
    Billable Sources navigation menu
  3. Select the Billable Source
    In your workspace, choose the billable source you want to edit from the list
    Billable Source list
  4. Access Edit Billable Source
    From the left-side navigation menu under Billable Sources, click Edit Billable Source.
    Edit Billable Source menu option in the Billable Sources navigation menu
  5. Edit the Billable Source
    The Billable Source Editor window will open.
    Billable Source Editor window
    Modify the name in the Title field as needed, then click OK to save your changes.

 

 

Watch the video below for an in-depth walk-through on managing Billable Sources.