Important Note: You will only be able to edit and maintain Expense Groups that are owned by your agency. By toggling Source: Inherit to Source: Own you are turning off all Inherited items and they will not be available in client profiles. Click here to learn more.
1. Click Agency Admin from the System Navigation Bar
2. Click the Financial tab
3. Select Expense Groups from the list on the left
4. Enter expense group name… in the text field
5. Click Add Expense Group
6. Expense Group will appear below