Create expense types

Expense types in extro enable structured recording and correct billing of expenses. 
Each expense type defines whether and how an expense is paid out, charged to the customer, or assigned to a job. The configuration ensures that expenses are processed consistently and displayed correctly.

Procedure

1. Open Settings

2. Select Company

3. Select Expense types

4. Use «+» to add a new expense type

5. Configure the expense type
   Complete the required fields:

   • Expense type name

   • Price charged to the customer (optional)

   • Amount paid to employees

   • Accounting account

   • External key

   • Options:

     • Require a receipt

     • Payment to employees

     • Billable

     • Create automatically in the job

6. Confirm your entries with Save.

7. Add more expense types
   Repeat the process using «+» to add additional expense types.

Note

Expense types can be defined with a fixed amount or without an amount (for example, variable expenses). The selected options determine whether an expense is paid out, charged to the customer, or automatically assigned to a job.