Editing an expense category
OverviewThis article explains how to use editing an expense category in Work Planner, including the main fields that shape how the expense categories record behaves once it is saved.When to use thisUse this article when
Overview
This article explains how to use editing an expense category in Work Planner, including the main fields that shape how the expense categories record behaves once it is saved.
When to use this
Use this article when an existing record needs to be updated and you want to understand which settings are safe to change and which ones affect downstream work.
How it fits into the flow
Editing an expense category sits within Settings / Expense Categories. It is designed to work alongside related articles such as Creating an expense category, Expense Category details, Expense categories list, so users can move through the workflow without relying on one giant reference page.
Main actions
- Work through the form from top to bottom and check the values that affect downstream scheduling, pricing, or communication.
- Review any required fields before saving so the record is created or updated cleanly.
- Use the surrounding actions to return to the list or continue the workflow once the form is saved.
Important fields
- Name: Look for input such as “Expense category name”.
- Color: Complete this value carefully before you save.
- Validation: Name: Required. Text value. Maximum 255 characters.
- Validation: Color: Required. Text value. Follow the required format.