Edit/delete rate type

Note: You will only be able to edit/delete rate types that you have created, i.e., those that are used by standard Spend Wizards. Rate types used by custom Spend Wizards cannot be edited/deleted.

To edit/delete a rate type:

1. Click the Rate Tables button on the Administration Overview diagram (Employee view).

   The Out of Pocket Expense Rate Types screen appears.

2. To edit the rate type:
   1. Either:
      • Select the rate type row and click Edit.
      • Hover over the rate type row and click .
      • Double-click the rate type row.

      The Edit Rate Type dialogue box appears.

   2. Make any required changes and click Save.
3. To delete the rate type, either:
   • Select the rate type row and click Delete.
   • Hover over the rate type row and click .

Rate type name and description translations

If multi-language support is enabled for your company and you have the correct administration right (Admin - Company Translations), you can configure your rate type name and description in the languages your company instance supports. If a user then changes their language setting via their personal settings, the translated values for the rate type and description are used wherever they appear in the system.

1. Click the Edit Translation link at the top of the Edit Rate Type dialogue box.

   The Expense Rate window appears.

2. Type translations for each of the supported languages.
3. Click Save.

Note: To set up multi-language support, contact your helpdesk.