Personal Expense Types

Use Personal Expense Types in the Price Lists & Activities submodule in the Settings module to view the list of personal expense types in your Company. You can create, delete, and enable the active status of 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.

You can use personal expense types in Time & Expense > Expense to charge personal expenses that are not related to a job or private withdrawals using Company credit cards.

Personal Expense Types provides the following tabs:

• Expense Types: Displays the list of personal expense types in your Company. You can create, delete, and enable the active status of material types.
• Merchant Category Code Reference Setup: Displays the list of personal expenses and each expense's corresponding merchant category code and IRS description. You can also update the expense type, name, and activity.