Settings
      Back to home
      1. Help Center
      2. Quick Guides
      3. Settings

      Quick Guide: How to add an Expense Item

      Quick Guide: How to add an Expense Item Quick guide to setting up your Expense Items. Sharon Mulligan

      Setting up a new Expense item can be done in just a few short minutes.

      Here's a quick step guide on how you can set up your item!

      1. To add an Expense Item, click on Settings on the top right of your screen, then click on Module Settings.

      2. Click on the Assign Expense Users tile.

      3. Scroll down to the Expense Items and click on the + button to add a new item.

      4. Select the Expense Type, assign all relevant information.

      5. Click on Save.

      Your Item is now added and can be selected when adding Expenses.

      For more details on Expense Item set up, such as field explanations, check out this full article over in our help center!

      Did this answer your question?