Expense Type Detail is the most granular level of expense classification. It records exactly what a cost was for within its type — Fuel or Bus Fare under a Regular travel type — so spending can be analysed at the level decisions are actually made.
Where to find it
Go to Purchases > Settings > Expense Type Detail.
The classification hierarchy
Expense Type Detail List
| Element | Description |
|---|
| Search | Find a specific detail by name. |
| Expense Type Detail Name | The specific item, such as Fuel, Bus Fare or Maintenance. |
| Expense Type | The main group this detail belongs to. |
| Show Also Inactive | Include hidden details in the list. |
| Status Toggle | Switch a detail on or off directly from the list. |
Add or Edit Expense Type Detail
| Field | Required | Description |
|---|
| Expense Type Detail Name | Yes | The specific name for this item. |
| Expense Type | Yes | The parent type this detail belongs under. Mandatory — a detail cannot exist on its own. |
| Status | No | Whether the detail is active and selectable. |
Click Save to store your changes.
Quick Actions
| Action | What it does |
|---|
| Add New | Create a sub-item detail. |
| Edit (pencil) | Update the name, the parent type, or the status. |
| Delete (red X) | Remove a detail from the system. |
Only add detail you will actually report on. Every extra level is a decision someone has to make each time they record an expense, so granularity nobody uses just slows entry down.
Related pages