14.01 Expense Types Setup

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14.01 Expense Types Setup

Expense types are the different categories of expenses. The application administrator can create different expense types according to their organization needs.
Expense Type also allows the administrator to define either that expense types require quantity input in expense entry. In case of “Car Mileage” where users are required to enter “Miles/Kilometer” in expense entry, an administrator can enable quantity field with its own defined caption in expense type.
A system administrator can setup Expense Types Admin Options > Expense Types

Adding new Expense type:

To add new expense type:
  1. Login UNItekTIME with Admin Credentials.
  2. Navigate to Admin Options and scroll to Expense Setup.

  1. Click Expense Types icon.
  1. Click + Add Expense Type button.
  1. In the Add Expense Type screen that appears:
    1. Enter expense type title in “Expense Type Field” form which you want to add.
    2. Select Tax Code (Tax codes define different types of tax, that can be applied to the expense codes defined in your system. An administrator can create region based taxes in order to support tax calculation based on user own region.)
    3. Enable Show Quantity Box if an administrator wants to input quantity in expense entry for this particular expense type. Example of quantity field. is Car Mileage where users are required to enter Miles/Kilometer in expense entry.
    4. Enter Quantity Caption in case if this expense type is quantity based.
    5. Click on Add Expense type button to add this expense type in UNItekTIME system.

Editing Expense Type:

  1. Login UNItekTIME with Admin Credentials.
  2. Navigate to Admin Options and scroll to Expense Setup.
  1. Click Expense Types icon.
  1. In Expense Type List, scroll to the Expense type you want to edit and click Options gear icon then click Edit Expense Type option.
  1. In the Edit Expense Type screen that appears:
    1. Make changes as per your requirement.
    2. Click Update Expense Type button to update changes.

Deleting Expense Type:

  1. Login UNItekTIME with Admin Credentials.
  2. Navigate to Admin Options and scroll to Expense Setup.
  1. Click Expense Types icon.
  1. In Expense Type List, scroll to the Expense type you want to delete and click Options gear icon.
    1. Click Delete option.
    2. Click on OK on delete confirmation dialog.
Article ID: 69, , Modified: 3/24/2021 at 3:30 AM

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