Page 27 - Unanet AE: Administering the System

Activity 2.8 – Create Expense Codes/Groups
In this activity, you will create Expense Codes and Expense Groups.

Activity Steps

Part 1: Create an Expense Code
1. Navigate to Project Administration > Expense Codes. The Expense Codes
applet opens.
2. Use the information in the table to create the Ground Transportation Expense
Code:
Field Information
Show in Expense Sheet Select

Active Select
Code 015
Name Ground Transportation
Exp. Code Type Other Direct Charge
Exp. Markup Type Markup
Markup 1.0

Unit Rate 0.00
Bill Status Ready to bill
Direct Cost 5540
Overhead 7180
Direct Bill Revenue 4200
3. Select the Save button.
4. Close the Expense Codes applet.

Part 2: Create Expense Groups
1. Navigate to Project Administration > Expense Groups. The Expense Groups
applet opens.
2. Select New on the toolbar. The New Expense Group window opens.
3. Type Architects One in the Expense Group Name field.
4. Type 01/01/<Current year> in the Start Date field.
5. Select the Check All check box.
6. Deselect the following check boxes:
• 007 Other Travel
• 008 Consultant
• 009 Consultant Non-Billable
6. Select the Create button.
7. Update the Markup field to 1.10 for the following Expense Codes:
• 001 Lodging

Lesson 2: Setting Up Time and Expense ©2025 Unanet. All rights reserved. 27