About Expense Type

Expense types when created under the administration > settings > expense types section are available for selection in the Expense Type field when creating an Expense Activity under Activities & Billing > Expense Entry > Specific Client Expense Entry or General Expense Entry.

The expense type feature is available on all Danalix subscription plans.

How to Create an Expense Type

Go to:

Administration sidebar navigation > Settings > Expense Types > Create Expense Type button > enter the name of the expense type in the pop-up window and click save.



The expense types created here is preliminary for using other Danalix features such as creating an “Expense Activity” under Activities & Billing > Activities > Create Activity > Expense Entry

|Helpful Tips: While creating an expense, you can choose to indicate whether it is a unit/hour price expense.

How to Update an Expense Type

Go to:

Administration sidebar navigation > Settings > Expense Types > locate the expense you want to update > Actions menu > Update.



When you update an expense label that has already been used to create an expense activity, the original name within the expense activity selection screen will not change, and the update expense label is added as a new expense selection.

How to View & Locate Expense Types

Go to:

Administration sidebar menu > Settings tab > Expense Types sub-tab > a summary list of all the expense types you created will be displayed > use the ‘Search” feature to locate your desired expense type if it is not immediately viewable on the current screen.

How to Delete Expense Types

Go to:

Administration sidebar navigation > Settings tab > Expense Types sub-tab > on the summary screen listing all the expense types, use the checkbox to select the expense you want to delete > Bulk Actions > Delete Expenses.

Updated on: 08/09/2023