Skip to main content

Expense Types

C
Written by Chris Curd
Updated over 3 months ago

The Expense Types section allows users to assign expenses to specific categories in the Expenses module.

Adding a New Expense Type

  1. Tap the New button.

  2. Provide a name for the expense type.

  3. Tap Save to add it to the list.

Editing an Expense Type

  1. Tap the name of the Expense Type you wish to edit.

  2. Rename it as needed.

  3. Tap Save to confirm changes.

Maintaining an updated list of Expense Types ensures accurate tracking and categorization of business expenses within SitePad CRM.

Did this answer your question?