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Administrator Guide
Last Updated: 2025-10-31
Create Expense Report Types

Create Expense Report Types

  • To configure expense reports, you must have the expenses.settings.create, expenses.settings.delete, expenses.settings.read, and expenses.settings.update permission.
  • Set up expense categories.
Expense report types enable you to create types to associate with expense categories.
  1. From the header, select
    More
    Company Settings
    .
  2. Under
    Accounting
    , select
    Expenses & Adjustments
    .
  3. Navigate to the
    Report Types
     tab.
  4. Click
    Add New Report Type
    .
  5. Complete the task:
    Field
    Description
    Name
    Enter a unique name.
    Purpose
    Choose between:
    Expense
     and
    Misc. Adjustment
    Categories
    You can configure these on the
    Categories
     tab.
    Approval Strategy
    Choose between:
    • Use Work Order Approvers and Workflow Approvals
    • Use Workflow Approvals
    Available to Contractors
    Only displays if you select the
    Expense
     purpose.
    Available to Vendors
    Toggle on to enable vendors to select the report type when completing an expense or miscellaneous adjustment.
    Include Mileage?
    Only displays when you select the
    Expense
     purpose.
    Enables users to add mileage expenses when submitting an expense with the report type.
    You can configure the rate calculation for mileage expenses on the
    Mileage
     tab.
    Must Link to Work Order
    Only displays if you selected the
    Misc. Adjustment
     purpose.
    When enabled, you must always submit a Misc. Adjustment with a linked work order. When disabled, you can submit the Misc. Adjustment without a linked work order.
    Must Link to Charge Code
    Read Only.
    Displays when you select the
    Misc. Adjustment
     purpose.
    Toggles on if you select
    Must Link to Work Order
    . You need to deselect
    Must Link to Work Order
     for this field to toggle off.
    Custom Fields
    Any custom fields you create on the
    Custom Fields
     page for the Expenses & Adjustments form display here. Select them to display them on the expense report.
  6. Click
    Save
    .
You can create workflow approval criteria based on the expense report type.