Expenses can be grouped by one or more common attributes, which can be recorded in the profile or be external to the system. An expense can be a member of one or multiple groups. The Group button will bring up the Expense Groups screen. Here you can create new groups or edit existing groups. Expenses can be grouped in any manner. If you have many employees, projects, activities, and expenses, this tool can greatly simplify reporting, creation of budgets and fee schedules.
Groups can be a very effective device for managing your business and enhancing Web Suite. Grouping can be done for projects, clients, activity Codes, and expense codes. Many Web Suite screens allow you to filter data by groups.
The following are descriptions for each field on the Expense Groups screen:
Include All:
Selecting this check box option includes all the Expense codes in this group. In addition, if this check box is left selected, any new expense codes that are added to the database automatically are added to the selected group.
Expense Groups:
ID of the expense group. Click .gif){kind=small}
to select one from the drop-down list.
Name:
Name or description of the expense group.
Inactive:
Select this option, to make the selected group as inactive. Inactive groups will not appear in the time and expense entry screens, nor will they be figuring in Project Control and Employee Control screens.
Available/Assigned Items:
Available expenses are in the left list box, and selected or included expenses are in the right one. Arrowhead buttons between the lists move selected expenses back and forth.
Web Suite automatically creates a group ALL which includes all the expense codes that are in the list, and is automatically updated when any expense code is deleted or added.
Search 
:
Search for an expense code in the grid using full or partial ID, code, sub-code or description. You can enter the keyword for the search and then click . Web Suite jumps to the nearest match in the list.
Help:
Opens the Web Suite Help in the Expense Groups section.
Print:
To preview and print expense group report, click Print. Preview displays the full screen representations of the report and allows you the choice of printing or exporting the report. Print button provides you with various options: report preview, print setup, printer selection, refresh data, export data, toggle group tree, zoom, find data and page navigation. Web Suite enables you to zoom in three stages (full page, full width, and close-up) to find the most desirable appearance. You can maneuver around the screen by using the horizontal and vertical slide bars at the bottom and right side of the screen.
Click the Printer icon at the top of the Preview window to print the report. To export data, while in the preview window, click 
. Save the file to the desired location. You can export the report in various formats, including RPT, PDF, CSV, XML, Excel and Rich Text Format (RTF).
Delete:
You can delete an entire expense group by selecting the expense Group ID and then clicking Delete.
Save:
After you have completed entering or modifying expense groups, click Save to update the information.
New:
Click to open the New Expense Group screen wherein you can add a new Expense group to the Web Suite.
Return:
Closes the Expense Group screen. Remember to click Save before closing.