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Categorizing expenses

Owned by Former user (Deleted)
Last updated: Mar 06, 2024 by Jaramy Conners
2 min read

Required permission

One of the following permission types:

  • JIRA Administrators
  • Tempo Account Administrators
On this page

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


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, click Manage > Categories.
  3. On the Categories page, click the Expense Categories tab.
  4. Enter the name of the new category, and click Add.

Changing the name of an expense category

Procedure

To change the name of 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, click Manage > Categories.
  3. On the Categories page, click the name that you want to change.
  4. Enter the new name, and click Update.

Deleting an expense category

If no expense is logged to a category, you can delete the 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, click Manage > Categories.
  3. On the Categories page, on the line of the category that you want to delete, click Delete, and then click OK.

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Tempo Timesheets for Server Documentation
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