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How to set up Expense Types

Before you use the Expense Claims feature (see Managing your team's expense claims), you first need to set up the different types of claims that your employees can make at Management > Settings > Expense Types.

From here, you can select Add New, and add any expense categories that apply to your business. Some examples could include Accommodation, Meals, or Travel.


Enter the name of the Expense Type, select the Service type from the drop down menu (default is Expense Reimbursement), check Available.

If you want to use the Calculated mode (So staff can only apply for quantities of the expense, not amounts, then you can use the Calculated option.

The Calculated Option is designed for use with annual allowances, and counts the quantity breaks against the Tax Year set in Company Settings > Workflows.

Once you’ve selected the correct settings click Save.


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