The Expense Type page maintains a list of standard expenses types—meals, travel, lodging., etc.—that employees may incur during work related activities. Expenses can be:
Entered costs on a ticket, project task, or regular expense sheet
Marked as billable
Marked as reimbursable
Defined on a per unit basis. For example, mileage.
Expense rules can:
Limit the expense amount entered per category
Allow a specific user to enter an amount over the standard limit
Require a receipt be attached to expense.
Be applied by individual employee
Be applied by department
Creating Expense Types
Select the Admin > Finance > Expense Type page.
Click New.
Enter the following fields in the Details section.
Name
Description
Per Unit - If Yes, a Unit Amount field displays. For example, mileage.
Billable - Yes or No
Allow Billable Modification - Yes or No
Is Attachment Required - If Yes, an attachment, typically a receipt, is required to record an expense.
GL Account - Select general ledger account to record postings.
Taxable - Taxable or Non Taxable
Available for
Employees
Vendors - For example, you may wish to specify rent or utilities to as a vendor expense type those expenses appear in the Finance module to pay vendors.
Employees and Vendors
Active - Yes or No
Specify rules by clicking Add in the Rules section.
Name - The name of the expense type rule.
Department - The department this expense type is applied to.
Resources - The employee this expense type is applied to.
Limit Amount - The amount this expense type is limited to.
Overage - If yes, the use or department, can override the Limit Amount.
Repeat step 4 for as many rules as appropriate for this expense type.
