Expense Categories
Expense categories are used when creating expense tracking records. They allow for various categorizations and reporting of the expense tracking records in the practice. You can track mileage, purchases and other expenses your staff may incur.
Active
Check this option if the expense category is active. This means it may be selected for an expense tracking record.
Allow Mileage
Indicates if the Beginning and Ending Odometer fields are available on the corresponding expense tracking record.
Billable Default
Indicates if the Billable field on the corresponding expense tracking record is checked by default when the category is selected.
Level 1 Category
Enter the name of the expense category (i.e. Supplies, Travel). If various levels of categorization are needed, make this top level category name.
Level 2 Category
Enter the next level of categorization. This is not required. For example, Mileage (level 1 category of Travel).
Level 3 Category
Enter the third level of categorization. This is not required
Level 4 Category
Enter the fourth level of categorization. This is not required.