How to Create New Expense Categories in Dynamics AX 2012

by | Jun 19, 2015 | Dynamics AX, Financials, Set Up

This post shows how to create new categories for use in expense reports in Dynamics AX 2012. In the example scenario illustrated below, many of our employees rent audio gear for serenading our customers while installing their software. We want to track this as a separate expense report entry. Before we can enter an expense category, we must enter a shared category, or use an existing one. In this example we will create a new category.

To begin, we navigate to the Travel and expense area page and expand Travel and expense entry under Setup:

Travel and Expense Entry

Then we select > Shared categories:

Shared Categories

Click > New on the Shared Categories form:

Shared Categories New

Fill in the form: Note that the subcategory is optional.

Subcatefory is optional

Once the form is filled in, click  > Close and return to the area page. Click > Expense Categories:

Expense Categories

Click New to create a new Expense category:

New Expense Category

Select the shared category from the drop-down list to fill it into the expense category:

Fill in Expense Category

Note that the Default payment method is required.

Default Payment Method

The main account, additional payment methods, and sub-categories are not required. The expense category is now ready for use on expense reports:

Expense Categories

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