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Creating an Expense Type


To set up an Expense Type:

  • Click on Settings.
  • Click on Expense Type in the left-hand column.
  • Click Add Expense Type. 


  • Type in the Name of the expense (e.g. Mileage).
  • Toggle Yes for Allow Amount if the employee will enter an amount for the expense.
  • Toggle Yes for Allow Rate if the amount is based on a rate (e.g. enter rate here for mileage reimbursements).
  • Set the policies for this expense type (Optional).
  • You can map this expense over to QuickBooks by selecting an Expense Account or Item
  • Click Save.

Now when this expense gets exported over to QuickBooks, you would be able to add this to an invoice to a client by using the Add Time/Costs button.

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