Finance - expenses settings

List of paragraphs:

• Expenses categories
• Other settings

Customising your setup can help you prepare the system for more efficient working process.

Expenses categories

When creating new expenses, it is mandatory to specify the expenses category.

1. To create a new category, go to Setup - Finance - Expenses categories - New record.

2. Fill the information fields and save.

3. To edit or delete categories, use Actions column buttons.

Other settings

Here you can manage whether the expenses need confirmation or set the restrictions to edit the records. Go to Setup - Settings - Finance - Expenses - click Yes at the Expenses confirmation functionality to enable the setting. Specify the expenses statuses to restrict the editing and save settings.