Expense Type #

• To view Expense Type Management, do the following:
  • Click on Manage > Expense > Expense type.

Create new #

• To add a new Expense Type do the following:

  • Step 1: Click Create Expense Type

  • Step 2: A dialog box appears:

    • Name: Enter the name of the Expense Type
    • Group name: Enter the name of the group to create the expense type.
    • Default: Enable/Disable set as default for expense type.
    • Description: Add detailed description

  • Step 3: Click Add to add Expense Type.

Search #

• Step 1: Search by the following criteria:

  • Name: Enter 1 or more characters in the name you want to search.

• Step 2:

  • Click Search.
  • Click Reset will return to factory defaults.

Edit #

• Click on Edit. A dialog box appears, edit the information that needs to be changed. Click Save Changes to confirm the edit.

Delete #

• Click on to delete any cost type. Select OK to delete or Cancel to cancel the task.