You can create Tasks within Capture Expense and associate them to Projects, if necessary. This is useful if you want to assign expenses to particular jobs within a Project.
Once you have created a Task, you must assign it to a Category. Then, when the user creates an Expense claim, the Task code is automatically attached to the claim.
To create a task
- Sign in to Capture Expense.
- Navigate to Tasks. The Task page appears.
Go to Setup> Tasks - Click the + Task button. The Task record page appears.
- Ensure the Active option is selected.
- Enter the task Code.
- Enter the task's Name.
- Enter the Hourly Rate, if applicable. This appears on the claimant's expense form.
- Enter the Project name. The task is assigned to the Project.
- Click the Save button. The Task record is created.
To assign a task to a category
- Navigate to Categories.
Go to Setup> Categories. - Click the Edit icon on the relevant Category's record. The Category page appears.
- Select the Enable (Project, Task) option. The options associated to the Project and Task appear.
- Perform either of the following:
- Search for the Project and Task, if the task is attached to the project.
- Search for the Task. The Task side menu appears.
- Select the relevant Task.
- Click the Save button on the Category. The Task is attached to the Category. Now, when a user selects the Category when creating an Expense claim, the Task code is automatically assigned to the claim.