Create Personal Expense Types

Use the Personal Expense Types submodule to create personal expense types.

To use Personal Expense Types in the Price Lists & Activities submodule, you must have access to Settings as defined in User Access Rights under Settings.

To create a personal expense type:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company for which you want to create a personal expense type.
3. In the left pane of the Settings screen, click Price Lists & Activities > Personal Expense Types.
4. Click the Expense Types tab and click Create new .
5. You can edit the Title field by double-clicking on it.