In the system administration under Time and expense registration, you can set up and manage Expense types.
At the top of the page, you can enable and disable expense types, select if it is required to use expense types and enable account number, if you wish to integrate with a financial system.
In the filter, you decide if you would like to see all, active or inactive expense types in the results list.
Here you see your existing expense types. The checkmark marks if a functionality is enabled. If you see a checkmark, the functionality is enabled, and if there is no checkmark, it is disabled.
If you would like to create a new expense type, you need to do the following:
- Click New expense type
- Enter a name for the expense type in the Name field
- Enter the Default VAT percentage in the field
- Enter an Account no., if you integrate with a financial system
- Select if the expense type can be used for travels by checking the Available in travels box
- Click Save to save the expense type
If you would like to edit or deactivate an expense type, you click the name or the little pencil to the right. It opens the field, and if you would like to deactivate the expense type, you remove the checkmark in Active. Remember to save your changes by clicking Save.
If you would like to carry out the same action for several expense types, you can mark the types in the fields to the right and then make a selection in the Select action menu above the list. Remember to click OK to complete the change.
If you make use of a financial integration, you need to add the account number from the financial system for each expense type, when you make use of the export.