Expense Types

Modified on Thu, 3 Sep, 2020 at 11:56 AM

In this article learn how to manage the expense types in a policy. 


First, let's define an expense type. 


Expense reports are made up of one or more expenses. When a person creates an expense, the first step is to pick an expense type. For example, a job candidate buys coffee and bagel on their interview trip. This expense would be created using the expense type "Meal" which is an expense type.  



You have the ability to configure expense types for each policy by clicking on "Policies" in the side menu and selecting the specific policy. 


**Note: Only people with the Admin role have access to Company Settings and Policies**



From the Expense types page you can:


Enable/disable expense types


If there is an expense type that you do not want available in the selected policy simply uncheck the box in the "Enabled" column for the expense type. You can always reactivate that expense type be checking the box again. There is no need to delete an expense type. 


Define the receipt requirements


For each expense type, you select if a receipt is required and at what amount. For example if receipts are required for meals but only if the amount is greater than $10 you would do this:



Control the display order


It makes sense to show the most commonly selected expense types first to requesters creating an expense. By dragging and dropping the expense types you can easily control the order in which the expense types appear on the create expense form. 



Add expense types


Additional expense types can be added by clicking the + icon at the bottom of the list of expense types. Once added, make sure to click "Update" and the expense type will be enabled for the selected policy. 



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article