Expense Types

Who can use it?	Where is it?
Administrator System Administrator	Default data > Expense types

1. Click into the 'Description' column next to the add image .
2. Type a description for the expense type.
3. (Optional) Enter the Account code for use by the Connect interface to the accounting system.
4. Save .

Click the image above to view the disbursed supplier expense example.

Each expense entry in Synergy can have an expense type assigned. Storing the account codes on the expense type will allow the expense data to be transferred to a different account code/name in your accounting package using Synergy Connect. 

Examples

MYOB AccountRight > Expense code = 5-1100

Xero > Supplier Expenses account = 300, and Staff Expenses account = 429.

If an expense type is not used in Synergy then it can be deleted.If it is already used in Synergy, make the expense type inactive instead to stop further use of this item. Delete an expense type by:

1. Highlight the expense type in the list.
2. Click the delete button in the toolbar.
3. Click 'Yes' on the delete confirmation pop-up warning.
4. The list will refresh to show that the expense type has been removed.

If a expense type has already been used, then it cannot be deleted. To stop further use of that expense type, then make it inactive. Make an expense type inactive by:

1. Highlight the expense type in the list.
2. Uncheck the 'Active' checkbox.
3. Save .
4. The expense type will not be displayed in the drop down list to add to future expense entries in Synergy. However the expense type will still be attached to existing entries.

The filter controls which expense types are displayed in the list. The filter is located in the top right of the list toolbar. The filter options available are:

1. ActiveExpense Types which are marked as active and available for use in Synergy are shown. This is the default list filter.
2. Not ActiveExpense Types marked as not active are shown. These expense types cannot be assigned to new expense transactions created.
3. AllBoth active and not active expense types are shown.

Report Category	Report title
Contact	Contact Expense Disbursements
	Add the following filters: Expense Date = Last month Add the following columns: Transaction expense type

1. DescriptionEnter a name for the expense type that will be displayed in drop down lists throughout Synergy. Ensure this name is appropriate as it can be displayed on Synergy reports and exported to your accounting system using Synergy Connect.
2. Account NumberThis stores the account code number used by the Connect interface to send expense data to your accounting package.
3. ActiveIf this box is checked the expense type is available in drop down lists throughout Synergy. Uncheck the active box to stop the expense type from further use on new expense entries. Making the expense type inactive will not remove it from existing entries.