Changing an Expense Category

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MLS Procedures

You must change the category in MLS. To change the category of the expense in MLS, do the following:

1. On the MLS menu bar, click Finance.
2. Click View/Update Expenses.
3. To find the correct expense:
   
   • In the Date Range field, click the down arrow, and choose the range of dates you will find the expense in.
   • In the Report field, click the down arrow, and choose the type of report you want to view on the screen.
4. Click the reference number of the expense for which you want to change the category.
5. Click the Category field, and then click the magnifying glass icon.
6. In the list that appears, choose the correct category for this expense, and then click OK.
7. Click Close, and then click Save.
8. In the window that appears, type the reason for this adjustment, and then click OK.