Expense Types Documentation

Expense Types

Expense Types are used to manage expense category data throughout the system for expense tracking, financial reporting, and accounting operations. These expense types help standardize and categorize different types of business expenses, ensuring proper classification and tracking of financial expenditures systematically across the platform.

Accessing Expense Types

1. Navigate to the Settings section by clicking the settings icon in the header bar on the left side
2. Under the Accounting section, click on Expense Types

Expense Types navigation through settings menu showing accounting section

Managing Existing Expense Types

The Expense Types page displays all expense types in a table with:

• Expense type name (English and Arabic)
• Status
• Edit action button

You can:

• Add new expense types by clicking the Add New button in the top right corner
• Search across all columns to find specific expense types
• Edit an expense type by clicking the edit button in the action column
• Change status by editing and updating the active toggle

Existing Expense Types grid view showing expense categories

Adding a New Expense Type

1. On the Expense Types page, click the Add New button in the top right corner
2. In the form, enter:
   • Expense Type (English): Enter the expense type name in English
   • Expense Type (Arabic): Enter the expense type name in Arabic
   • Active: Toggle button set to "Active" (default) or "Inactive"
3. Click Submit to create the new expense type

Adding a new Expense Type