Accounting › Travel & Expense
Expense Types
What may be claimed, what evidence it needs, and whether the tax on it is recoverable at all. Entertainment usually is not, and reclaiming it is an assessment waiting to happen.
Where to find it
- Module: Accounting
- Group: Spend & Risk
- Section: Travel & Expense
- Screen: Expense Types
Address in the console: /accounting/expense-types
List · 12 columns · 16 fields on its form · 3 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Order | Number | sort_order |
| Code | Code | code |
| Name | Text | name |
| Category | Status | category |
| Calculation | Status | calculation |
| Account | Code | account_no |
| Tax code | Code | tax_code |
| Tax recoverable | Yes or no | tax_recoverable |
| Receipt above | Amount | receipt_required_above |
| Attendees | Yes or no | requires_attendees |
| Used on | Number | usage_count |
| Active | Yes or no | is_active |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Code required | Text | ||
| Name required | Text | ||
| Category required | Choice | Configuration list | |
| Expense account | Choice | Looked up from existing records | |
| Tax code | Choice | Looked up from existing records | |
| Tax recoverable | Yes or no | ||
| Receipt required above | Number | Zero means always, which is right for some categories and hostile for others. | |
| Requires attendees | Yes or no | ||
| Requires a business purpose | Yes or no | ||
| Requires a project | Yes or no | ||
| Calculation | Choice | actual, per_diem, per_km, per_mile, fixed, tiered | |
| Billable by default | Yes or no | ||
| Taxable benefit | Yes or no | ||
| Sort order | Number | ||
| Active | Yes or no | ||
| Description | Long text |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.