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Adding an expense category

Expense categories are managed for sorting expenses displayed in the account's revenue report. For a better control of which categories are available for adding expense, Expense categories are configured in the Manage Categories. 

Manage Categories  - click to enlarge

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Required permission 

One of the following permission types: 

• JIRA Administrators permission
• Tempo Account Manager 

Procedure 

To add an expense category, complete the following steps: 

1. On the top menu bar, click Tempo > ACCOUNTS more.
2. On the Accounts page in the upper-right corner, select Manage > Categories.
3. On the Categories page, click the Expense Categories tab to view all Expense Categories listed.
4. Add a Key, Name and select the Type of the category.
5. Click the Add button

Procedure 

To edit an expense category, complete the following steps: 

1. On the top menu bar, click Tempo > ACCOUNTS more.
2. On the Accounts page in the upper-right corner, select Manage > Categories.
3. On the Categories page, click the field you want to edit.
4. Click the Update button 

Related topics 

• Viewing account revenue and target
• Adding expenses to JIRA issues

Deleting an expense category

If no expense is logged to a category, the category can be deleted but an option to delete a category is displayed for each expense category.

Procedure 

To delete an expense category, complete the following steps: 

1. On the top menu bar, click Tempo > ACCOUNTS more.
2. On the Accounts page in the upper-right corner, select Manage > Categories.
3. On the Categories page, click the Delete button for the expense category you want to delete.
4. In the delete confirmation dialogwindow, click the Delete button.