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Edit/delete rate type

To edit/delete a rate type:

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

    The Cash Expense Rate Types screen appears.

  2. To edit the rate type:
    1. Select Black pencil on the rate type row.

      The Edit Rate Type dialog box appears.

    2. Make any required changes and click Save.
  3. To delete the rate type, click White cross in red circle. on the rate type row.

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 dialog 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 the Spend Dynamics helpdesk: ebsclientservices@bmo.com.