Follow these instructions to make changes to an existing e-xpense category.
To change a category
From the JAMIS Administration home page > Setup tab, under Expense Setup, click e-xpense categories. Or, from the top of any JAMIS Administration screen, click Expense Setup > e-xpense Categories. The e-xpense Categories screen appears.
In the Filters section, enter one or more search criteria for the category that you want to change. Your filter choices are: e-xpense category, description, category type.
Hints: You can enter partial information in a filter field, such as A to retrieve all categories that begin with A, or %A to retrieve all categories that contain the letter A. You can leave all filter fields blank to retrieve all category records.
Click Retrieve to list category records that match the criteria you entered. The results appear in the bottom section of the screen.
If needed, scroll to find the category that you want to change. JAMIS displays the records in ascending order by category code. You can sort the list differently by clicking the appropriate column heading once or twice.
Click Edit to the left of the category that you want to change. JAMIS makes the fields that you can change editable.
Change data for the category as needed.
Click Save to commit your changes to the category data.
Repeat the appropriate steps as needed to change data for additional categories.
Note that while editing a category, you can click Cancel to undo any changes that you’ve made to the record since the last time you saved.