Table of Contents

Types of Expenses

Types of expenses provide information about costs related to business trips. The configuration of expense types is used during the generation of purchase invoices for individual expenses. For each type of expense, a different type and number of the associated card can be assigned, e.g., G/L Account or Item.

To define expense types:

  1. Select the search icon Search in the upper right corner of the Business Central system, then type Travel Expenses Setup and click the link.
  2. Click the Expenses Types button on the action bar.
  3. Create a new line by assigning it a code, name, and description. Select the type and number from the list.
  4. Check the option Download Vehicle Dimensions if you want the dimensions from the resource or the vehicle dimension value to be copied to the purchase invoice line, depending on the configuration in the general settings.
Note

It is recommended to create separate types for items related to accommodation and flat-rate accommodation. For the example expense type ACCOMMODATION, costs related to hotels will be assigned, while for the type FLAT_RATE_ACCOMMODATION, a flat rate will be calculated.