Expense Types

Modified on Tue, 04 Jun 2013 21:20 by tsanchez — Categorized as: Rule Maintenance

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   General Information
   Fields
   Related Videos
      Create New Expense Types

General Information¶

Default Menu Location: Maintain >> System >> Rule Maintenance >> Expense Types

Screen Name: RULEM

Applies To: Expense Reports

Function: The Expense Types rule controls the following:

Drop-down options presented to the user in each applicable section of the Expense Report.

Example of Expense Type option

The Item Code to use when billing a client for the expense.

The GL Account to use when the expense is reimbursable.

You can download a good starting point for this rule from here. You will need to modify the GL accounts and set up the Items.

Expense Types

Fields¶

Text1: Two character unique code for the Expense Type.

Text2: The Description of the Expense Type.

Text3: The Item Code that will be used if the expense is billable.

Text4: The Expense Type/Section. Every expense type must fit into one of six categories:

Mileage/Tolls (MILE)
Travel (TRAVEL)
Lodging (LODGE)
Meals (MEALS)
Entertainment (ENT)
Miscellaneous (OTHER)

Text5: GL Account to be debited if the expense is reimbursable.

Number1: The order each type will appear in the corresponding drop-down list.

Expense Types

General Information¶

Fields¶

Related Videos¶

Create New Expense Types¶