Types of expenses

Expense types help to better categorize expenses expenses of your business, by creating new types of expenses that are adapted to your operational needs. This will help you better classify declared expenses.

Create an expense type

1. From theWelcome | Human resources | Settings

2. Click on Types of expenses

3. In the upper right corner, tap +

4. Fill in the information

5. When you are finished, click To safeguard

Edit an expense type

1. From theWelcome | Human resources | Settings | Types of expenses

2. Go to the type of expense you want to modify

3. You can click on the name or click on the three dots and choose To modify

4. Edit the desired information

5. When you are finished, click To safeguard

Search for an expense type

1. From theWelcome | Human resources | Settings | Types of expenses

2. Above the list of types of expenses, you have a search bar

3. Click in the rod and type your search

Sort an expense type

1. From theWelcome | Human resources | Settings | Types of expenses

2. Position your cursor near the name of the’header of one of the columns you wish to sort, a arrow is displayed

3. Click on the arrow, it will sort in ascending order

4. To get a descending order, click on the arrow (up direction)

5. To cancel the sort, click on the arrow (down direction)

Delete an expense type

1. From theWelcome | Human resources | Settings | Types of expenses

2. Go to the type of expense you want to delete

3. Click on the three points

4. Choose DELETE

5. Click on DELETE to confirm