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:
-
On the main toolbar, click
Settings
.
-
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.
-
In the left pane of the Settings screen, click
.
-
Click the Expense Types tab.
-
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.