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.
    
• 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.