Misc Expense Types

Miscellaneous expenses are used onsite to record money spent on additional or ad hoc products and services, typically through petty cash purchases.

When entering an expense onsite, it is recorded against an expense type. Expense types define the settings that are applied during entry and determine how the expense is processed in subsequent operations.

Adding Expense Types

Follow these steps to add an expense type:

1. Click Add

2. Enter the Misc Expense Type Name and Description (optional)

3. Set the following other configurations

   • Inclusive Tax Rule - the tax rule used in calculations

   • Reference Code - any codes used for any finance system integrations

   • Approval Required - if any expenditure used against this code is required to be approved this can be selected

   • Threshold Requiring Approval - value that determines when approval is needed

   

4. Click Finish

Assigning Types to Site

Before a site can use the type created they must be assigned to sites.

Follow these steps to assign expense types to sites:

1. From the Allowed Misc Expense Types list make selections of the required types

2. Click Save