Manage Expenditure Items

Available in Classic and VPC

In the Manage Expenditure Item menu, you can add and manage the expenditure item by code, item name, and account title.

The Manage Expenditure Item screen is laid out as follows.

Area	Description
① Search Window	Search expenditure items by entering a code or name
② Add	Adds a new expenditure item (Refer to Add Expenditure Item)
③ Delete	Delete a expenditure item (Refer to Delete Expenditure Item)
④ Upload	Upload the expenditure items in bulk as an Excel file (Refer to Bulk Upload Expenditure Items)
⑤ List of Expenditure Items	Check the expenditure item code, expenditure item name, and account title of each expenditure item Click to change the order of expenditure items (Refer to Change Expenditure Item Order) Change the use status of expenditure items (Refer to Change Use Status of Expenditure Items)
⑥ Change Order	Change the order of expenditure items (Refer to Change Expenditure Item Order)
⑦ Use	Display and change the use status of expenditure items (Refer to Change Expenditure Item Use Status)

Add expenditure item

The following describes how to add an expenditure item.

1. In the WORKPLACE PC Web screen, click the [All Services] > [Expenditure] button.
2. Click the Manage Expenditure Item menu.
3. Click the [Add] button.
4. Enter the expenditure item code and name.
5. Enter to search the account title code or name to be linked to Accounting service to select.
   • A slip is automatically created with the corresponding account title when the user creates an expenditure resolution report.
6. Click the [Save] button.

Delete expenditure item

The following describes how to delete an expenditure item.

1. In the WORKPLACE PC Web screen, click the [All Services] > [Expenditure] button.
2. Click the Manage Expenditure Item menu.
3. Select the item to delete, and then click the [Delete] button.
4. Click the [Save] button.

Bulk upload expenditure items

When using the Expenditure service for the first time, it is used to upload the existing expenditure items with the accounting account or to add expenditure items in bulk.

The following describes how to bulk upload the expenditure items.

1. In the WORKPLACE PC Web screen, click the [All Services] > [Expenditure] button.
2. Click the Manage Expenditure Item menu.
3. Click the [Upload] button.
4. Click the [Download Sample File] button in the Upload pop-up window to download and fill in the sample file.
   • The downloaded sample file is saved as costItem-sample.xlsx in the Download folder.
5. Click the [Attach File] button in the Upload pop-up window to upload the created sample file.
6. Click the [OK] button.
   • The added expenditure item is added to the list of expenditure items.
7. Click the [Save] button.

Change expenditure item order

The following describes how to change the order of expenditure items.

1. In the WORKPLACE PC Web screen, click the [All Services] > [Expenditure] button.
2. Click the Manage Expenditure Item menu.
3. Change Order Click an arrow in the item to change the desired order.
4. Click the [Save] button.
   • The changed order is saved.

Change the use status of expenditure items

The following describes how to change the use status of expenditure items.

1. In the WORKPLACE PC Web screen, click the [All Services] > [Expenditure] button.
2. Click the Manage Expenditure Item menu.
3. Click the drop-down list in the Use line, and then click Use or Not Use.
4. Click the [Save] button.
   • The changed use status is saved.