Expense Classes

Each expense entry can be assigned to an expense class, which can then be used for grouping expenses in categories that are meaningful to your organization. Examples of expense classes might include printing, plumbing, food, etc.

Expense classes to which an expense can be assigned come from a global expense class list that an Administrator sets up for your organization and that will apply for all workspaces and projects. Select All Workspaces from the drop-down menu at the top of the page. Click the settings (gear icon) in the top right. Under the PROJECTS section on the left menu, select Expense classes.

To add a new expense class, enter the new expense class name and then click Add Expense Class. To rename or delete an existing expense class, click the Rename or Delete link next to the expense class.

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