Setup Expense Types

The Setup Expense Types functionality allows you to add expense types and sub types to the expense sub-module. All the expense types that you add here are available to the users while creating their expense request.

Companies have day-to-day business expenses, which are incurred in order to earn profits. Expenses in a company can be categorized into different types such as travel, entertainment, team, project, food, and lodging. Each category of expense can be sub categorized.  For example, the category travel can be sub categorized in to air travel, train travel, and road travel.

Each expense item can be customized to be associated with limits on the basis of employment types and designations. For example, you can limit air travel to permanent employees, who are managers. In addition, other customizations such as claiming expenses in multiple currencies can also be done.

To setup expense types, you need to:

  1. Log in as HR Manager/ HR Admin.
  2. Go to Settings >> Employee Self Services Settings >> Travel & Expenses, as shown in Figure 1.
  3. Click Setup Expense Types link from the Travel & Expenses page that appears.

    travel-expense-configurations1

     Figure 1

    The Expense Types page appears, as shown in Figure 2.

    The page displays the existing expense types and their sub types and allows you to add more expense types and their sub types.

  4. Click Add Expense Type button to add a new expense types.

    travel-expense-setup-expense-types1

     Figure 2

    The Add An Expense Type window appears, as shown in Figure 3.

  5. Provide the name of the expense type that you want to add in the Expense Type field and then click Save.

     

    travel-expense-setup-expense-types2

     Figure 3

    The expense type is successfully added and a message suggesting the same appears, as shown in Figure 4.

    travel-expense-setup-expense-types3

     Figure 4

    You can now add sub-categories for the expense type that you had added.

  6. Roll on the mouse on the category to which you want to add sub-categories and then click on the (+) icon from the pop up icons that appear, as shown in Figure 5.

    travel-expense-setup-expense-types4

     Figure 5

    The Expense Type : <Expense name> window appears, as shown in Figure 6.

  7. Provide the name of the category that you want to add in the Category field and then click Save.

    travel-expense-setup-expense-types5

     Figure 6

    The sub-category is successfully added to the expense type and a message suggesting the same appears, as shown in Figure 7.

    travel-expense-setup-expense-types6

     Figure 7

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