Work on a project may incur expenses that need to be charged to the client. These can cover such items as traveling, accommodation, photocopying, and so on. Employees may also submit expense claims for the reimbursement of money spent.
You must create a record of each type of expense that needs to be charged or repaid. Your company may have a fixed range of types that you will input here.
Select Expense Types from Business Entities within Administration and a search screen appears with results. You can process a different search (as described at Searching and Filters ) to list other records:
Click Add to create an expense type record. For a listed expense type, you can click 
then:
|
Open |
to access the record (next). |
|
Clone |
creates an expense type with the same general details as the selected one. You must specify a code for this entry and can change other details. |
|
Delete |
to delete the expense type, after confirmation, providing it is not in use. |
|
Code Converter |
to change the code of the expense type if it is incorrect. All affected records will be updated. |
| Audit | This entity has an audit screen to track any changes made to the configuration of the entity. |