Hi there, quick couple of questions – 1. It looks like I can change the names of the expense types to make them more relevant. is there any issue doing this I should be aware of? 2. I have some expenses that I( have placed into incorrect expense types – is there a way to see what expenses are listed under a particular expense type and change it?

Hi there, quick couple of questions – 1. It looks like I can change the names of the expense types to make them more relevant. is there any issue doing this I should be aware of? 2. I have some expenses that I( have placed into incorrect expense types – is there a way to see what expenses are listed under a particular expense type and change it?

1 answer

Peter Connor Staff October 7, 2016
Public

Hi Chris.

  1. Yep they’re for your end of year. Best not to touch them. We’ll be allowing you to hash tag them soon. So you can group for trips, projects etc.

There is also logic behind some of the categories like depreciation etc

  1. Yep. If you click on the expense you, and click edit. You’ll be able to change it.

If it’s locked delete the payment (Remember the date) make the change then re mark it paid.
Tks Pete

#answer-4131
  1. generatormarke October 7, 2016
    On point 2, if I don't know which expenses are incorrect what do I do? Can I click on the 'name' of the category somewhere to see a list of expenses entered under that category? Then I could just review expenses in that category.
  2. Peter Connor October 7, 2016
    Hi Chris. All the categories are listed in your management reports.
    If that's not clear to you it might be an idea to leave the expenses as is.
    It's not a bit deal if items are categories see wrong
  3. generatormarke October 7, 2016
    Hi there,
  4. generatormarke October 7, 2016
    I can see the list of categories ... I'm wondering if there is a way to see all the expenses allocated to a category and then to edit an individual expense from there?
  5. Peter Connor October 7, 2016
    You can click on them in the management reports. Out management reports are live.

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