Editing the Expenditure Type Menu

Modifying the expenditure type drop-down menu to better track your expenses.

When creating or completing a task, you have the ability to add related expenditures to track expenses. When adding expenditures, you need to select expenditure type from a dropdown menu. You can customize this menu to fit your tracking needs. 

Adding New Expenditure Types

System administrators can add new expenditure types to help categorize expenditures.

• Go to the Setup menu.
• Choose Expenditure Types.
• Click the blue Create New Expenditure Type button.

Give the type a name and add any relevant notes.

Removing Expenditure Types

• Go to the Setup menu.
• Click on the type you want to remove from the expenditure types list.
• Change the status to Inactive.
• Select Update Expenditure Type.