Getting Started with Expense Types

This introduction article will help Admins to configure and manage Expense Types using the TDAdmin interface. The user must have access to in TDAdmin.

Overview

Expense types are used to categorize spending and are used as part of Resource Planning and Management. Common examples of expense types include hardware, software, airfare, hotel, general equipment, licensing, parts for laptop repair.

Where to Find This

This feature appears in the TDAdmin and TDNext interfaces.

TDAdmin is where Admins can configure expense types and report on expenses and TDNext is where Technicians can log expenses.

Navigate to Expenses following these paths:

• TDAdmin
  • Applications / [Ticketing application] / Types
  • Projects > Types
  • Time & Expense
  • Users & Roles / Users
• TDNext
  • Analysis
  • My Work
  • Projects
  • [Ticketing applications]
  • Time & Expense

Using Expense Types

You can view the list of all Expense types in TDAdmin under Time & Expense > Expense Types.

To create a new expense type:

1. In TDAdmin, navigate to Time & Expenses > Expense Types.
2. At the top of the page, click +New.
3. Enter the type information:
   1. Name – The name of the expense type.
   2. Code – A shortened version or code to represent the Name.
   3. GL type Code – The general ledger type code.
4. Click Save.

To edit an existing expense type:

1. In TDAdmin, navigate to Time & Expenses > Expense Types.
2. Click the Expense Type you would like to edit.
3. Update the expense type as needed.
4. Click Save.

Deleting Expense Types

If an expense type is associated with any expense entry transactions, project expense forecasts, or project request expense forecasts, it cannot be deleted.

To delete an expense type in TDAdmin:

1. In TDAdmin, navigate to Time & Expenses > Expense Types.
2. To the right of the relevant expense type, click Delete.
3. At the confirmation prompt, click OK.

The project manager can delete an expense type on a project in TDNext, if that expense type is not appropriate for the project.

Deletions will not affect previously submitted expenses for the project.

To delete an expense type in TDNext:

1. In TDNext, navigate to the Applications menu > Projects.
2. Click Manage Projects in the left navigation.
3. In the Manage Projects window, select the appropriate project.
4. Click the Expenses section.
5. Click the Remove link next to the appropriate expense.
6. Click OK to confirm.