The Expense Types section allows users to assign expenses to specific categories in the Expenses module.
Adding a New Expense Type
Tap the New button.
Provide a name for the expense type.
Tap Save to add it to the list.
Editing an Expense Type
Tap the name of the Expense Type you wish to edit.
Rename it as needed.
Tap Save to confirm changes.
Maintaining an updated list of Expense Types ensures accurate tracking and categorization of business expenses within SitePad CRM.