Expense Types
Overview
The Expense Types feature, located in Global Settings ⚙️, allows administrators to define the standard categories used for tracking project costs. These types populate the dropdown options when users add expenses in the Project Costing module.
1. The Expense Types Dashboard
This screen serves as the central registry for all expense categories available in your system.
- Search Bar: Quickly find a specific expense type by name.
- + Add Expense Type Button: The primary action to create a new category.
The dashboard table displays the following:
| Column | Description |
|---|---|
| EXPENSE TYPE | The name of the category (e.g., Rent, Equipment). |
| ACTIONS | Icons to Edit (pencil) or Delete (trash can) the type. |
2. How to Create a New Expense Type
- From the dashboard, click the + Add Expense Type button.
- The "Add Expense Type" modal window will appear.
- Enter a clear, descriptive name in the Expense Type field (e.g., "Hosting Fees").
- Click Add to save the new category.
It will now be available for selection whenever a user adds an expense to a project.
3. Managing Expense Types
You can maintain your list of categories using the action icons.
- Editing: Click the Edit (pencil) icon to rename an expense type. This is useful for correcting typos or updating terminology.
- Deleting: Click the Delete (trash can) icon to remove a category that is no longer needed.