Expense Types

 

Expense Types are used in Expenses, Purchase Invoices, Purchase Orders* and Sales Invoices* for categorisation purposes. Within reporting you can filter expenses by type to help with analysis of project and user costs.

 

Expense Types are maintained via Admin > Company Settings > Expense Types.

 

  1. Enter the Name of the expense type.

  2. Enter the default Cost for this expense type.

  3. Enter the default Unit Measurement for this expense type.

  4. Enter the default Tax Rate for this expense type.

  5. Select whether this expense type is for Expense, Purchase Invoice or both.

    This controls whether the type is available for selection in respective Expense and Purchase Invoice entry screens.

  6. If you have AccountsLink, enter the Nominal Code for this expense type.

  7. Click on the Add button.

  8. Click on Save.

 

* These options are only available to ProjectMinder users.
To upgrade to ProjectMinder, please contact your Client Development Manager on 0844 815 5710.

 

 

 

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