Expense Types
Expense Types add a second layer of detail to your expenses. Where the category says Travel, the type tells you whether it was a Regular trip or an Emergency one — the distinction that turns a spending total into something you can actually act on.
Where to find it
Go to Purchases > Settings > Expense Types.
Expense Type List
| Element | Description |
|---|---|
| Search | Find a specific type by name. |
| Expense Type Name | The label, such as Fixed or Regular. |
| Show Also Inactive | Include hidden types in the list. |
| Status Toggle | Switch a type active or inactive directly from the list. |
Add or Edit Expense Type
| Field | Required | Description |
|---|---|---|
| Expense Type Name | Yes | The name of the classification. |
| Status | No | Whether it is active and selectable. |
Click Save to store your changes.
Quick Actions
| Action | What it does |
|---|---|
| Add New | Create a type. |
| Edit (pencil) | Change the name or status. |
| Delete (red X) | Remove a type from the system. |
Types sit between categories and details. Keep them as the classification you would want to group a report by — anything more specific belongs in Expense Type Detail.
Related pages
- Expense Type Detail — the level below
- Expenses Category Settings — the level above
- Purchase Expenses Settings — expense types and GL accounts
- New Purchase Expenses — where this is used