Delete Personal Expense Types

Use the Personal Expense Types submodule to delete 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 delete 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 from which you want to delete 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.
  5. Highlight the personal expense type that you want to delete and click Delete selected .
    Note: There is no confirmation dialog box for this action. WorkBook deletes the personal expense type at once.