Expense Types

Expense types are the types of expenses incurred by a user involved in a project. You can customize your expense types by giving them specific names, displayed in the expense type column of the New Expense screen.

To add an expense type:

  1. Click HRM > Expense > Admin > Expense Types

  2. In the template, select the Expense Type from the pre-defined types and type in the name for the expense type in the Expense Name field. The name appears on the new export report.

  3. Select the Details Required checkbox if you want the user to provide the details of the expenses in the expense report.

  4. Select the checkbox in the Is Billable column to make the expense billable. To modify an existing expense type, select the corresponding item in the Billable Modify column.

  5. Click on the cross mark if you want to delete any expenses.

  6. Click Save to save all the changes.
  7. Click Save & Next to save the changes and go to the next Admin screen.