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Navigation: Zetadocs Expenses System Settings Help

Expense Types

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Expense Types

Relevant to the hmtoggle_arrow0Expenses Administrators role.

Accessed via: main_menu1 > System Settings


note_image Note: This help is applicable for all editions of Zetadocs expenses. Where features are only available they are marked according to the table below.

1 - This option is only available in the Essentials and Plus editions.

2 - This option is only available in the Plus edition.

 

Expense types enable users to specify what the expense is for, and enable the expense to be exported to Business Central with the correct general ledger (GL) code. Each enabled expense type in Zetadocs Expenses can have one, or more, GL export code assigned to it. This provides great flexibility with companies operating with different chart of accounts. The same export code may be assigned to two or more types if required.

Expense pick lists are optimised for between 30-45 expense types arranged in a group. More than this and the user will waste time scrolling through long lists to complete an expense.


Creating and Managing

Create new Expense Types using the New Type button.

oManage Expense Types via the manage_icon icon located to the right of the list.

 

Enabling / Disabling

oBy default, any disabled expense types are hidden from the list. This ensures the list remains 'current'. However, you can include these in the list by placing a tick in the Include Disabled Expense Types check box..

oExpense Types can be disabled via the Enable / Disable toggle.

 

Changing the Display Order

oExpense Types can also be promoted / demoted in the list by dragging the burger_menu icon located to the left of the expense type.

oUse the Save button to save the list order. This order is then used in all Expense Type drop down selectors.