The following guide will explain how to set up the types of expenses people in your company will be able to record. Everything in this guide takes place on the Expense type configuration page.
 
 
 

Creating an expense type

To create a new expense type, start by clicking on Create a new expense type. A new field will appear where you can add the name of your new expense type.

Once the changes have been made, you can press Enter on your keyboard to validate.

 

 
 

Modifying an expense

Click on the expense type you want to modify to switch to edit mode (light blue background). Enter the new name of your expense type, and press Enter on your keyboard to validate your changes.
 
 
 
 

Deleting an expense

Click on the expense type you want to delete to switch to edit mode (light blue background). Click the trash icon on the right of the name to delete the expense type.

Important: You cannot delete expense types that have been used in timesheets or project pages in the past.

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