Expense types

System -> Expenses -> Expenses types

«Expense types» is a classifier, which is used during the process of the expense request creation, and available as an indicator in the analytic section.

How to add new type of expenses

Go to Expense types list. Use the dashboard to click Create type. Define Name of the new work type, and click Create button.

Expense type card

  • Name — a name of the expense type
  • Code — an expense type code.
  • Description — a short description of the expense type.
  • Entity is active — defines the state of the entity. The inactive entity can’t be chosen by the user during the process of a new expense request creation