Expense Types

The Expense Types feature is a valuable tool that enhances accessibility and organization for budget management. It allows admins to manage specific datasets and settings that apply to all budgets in the company, enabling customization of budgets to fit specific marketing processes. With this feature, you can efficiently handle two types of expenses and streamline the budget management process:

• System Expenses: These are predefined and cannot be edited, including categories like LinkedIn, Google, Facebook, and others.
• Custom Expenses: These allow for various interactive customization actions.

On the Expense Types page, you can perform the following actions:

• Search: You can enter a search term in the designated field to fetch matching expense types. The search results will display all entries containing the matching word or phrase.
  
• Add: You can create new expense types by following these steps:

1. Click Create New.
2. Enter a name for the new expense type and click outside the field. The expense type will be created.

• Update: You can double-click on the name field to edit the field.
• Delete: Hover over a row and click delete. The expense type will move to the Other category at the bottom of the table. These types are permanent and can not be changed or removed from the application.
  
• Column Sorting:
  • Expense Types: Clicking on this column sorts it alphabetically, ascending or descending.
  • Enabled: Clicking on this column sorts the column for all types enabled, followed by disabled, and vice versa.
    
  • Count: Clicking on this column sorts the column in ascending and descending order based on the count. The Count column shows the number of instances where each expense type is used. Clicking on the count associated with an Expense Types opens a pop-up where you can select a budget. After selecting a budget, you will be directed to the corresponding budget's expense or manage page.
    
• Functionality for Disabled Type: Disabled types cannot be used for any new expenses but remain available for old ones. They are accessible in the universal filter, with the Disabled text appended at the end.
  
  Note:

  Expense Types settings are configured at the tenant level and applicable to all budgets.

In Practice: Viewing Budget via the Count of Expense Types

1. Navigate to Settings > Attributes & Tags and click Expense Types.
   
   
2. Click the Count column to view the associated campaign/expense group types used across all budgets.
3. Click on the count value associated with the specific Campaign/Expense Group. The View Budget pop-up appears.
   
   
4. Select the budget from the drop-down.
   
   
5. Click View. You will be directed to the corresponding Expenses page with the filters applied.
   
   
6. Click Go back to return to the Expense Type tab of the Attributes & Tags page.