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 Work Managament interfaces. In TDAdmin it will be located in the Time & Expense section, to create and edit values.

Once created, Expense Accounts can be added to Ticket Types or Project Types. More information can be found in these articles:

• Creating and Managing Project Types
• Managing Ticket Type Expense Accounts

 In Work Management, expenses can be added to tickets and projects.  It can also be found it the Time & Expense application and Analysis reports. 

Managing Expense Types in TDAdmin

Viewing or Editing Expense Types

1. In TDAdmin, navigate to Time & Expenses > Expense Types.
2. A list of currently configured Expense Types will be displayed.
3. To edit an Expense Type, click the Name link for the type to be edited.
4. Make the desired changes and click Save

Creating Expense Types

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.

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.