Types of Expenses

This article aims to offer an in-depth exploration of the various types of expenses that are available. It is important to note that the availability of these expense options can differ significantly based on the specific configuration settings chosen by your company.

Cash & Other Expenses

If the claim form has been opened from the Cash & Other Expenses tab, you will be able to choose the type of expense from the Account Type or Expense Type field.

If you have selected an existing item that has not been submitted, there will not be an option to select or edit an account type.

In the top left corner of the claim form, you will be able to see the Item ID Number along with the type of expense that has been created, as shown in the screenshot below.

Tip

The Item ID Number is unique.

Corporate Card Claim Form

If the claim form has been opened by selecting one of the transactions within the Corporate Card Expenses menu option, the Account Type field will not be available as only corporate card transactions will be displayed.

In the top left corner of the claim form, you will be able to see the Item ID Number along with the type of expense that has been created, as shown in the screenshot below.

Tip

The Item ID Number is unique.