Personal Expense Types

Use Personal Expense Types under Settings 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 the Personal Expense Types submodule, you must have access to Settings as defined in the User Access Rights submodule 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.

The submodule consists of the following tabs:

• Expense Types: This tab displays the list of personal expense types in your company. You can create, delete, and enable the active status of material types, as needed.
• Merchant Category Code Reference Setup: This tab 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.