Important Note: You will only be able to edit and maintain Expense Types that are owned by your agency. By toggling Source: Inherit to Source: Own you are turning off all Inherited items and they will not be available in client profiles. Click here to learn more.
1. Click Agency Admin from the System Navigation Bar
2. Click the Financial tab
3. Select Expense Types from the list on the left
4. Enter expense type name… in the text field
5. Click Add Expense Type
6. Expense Type will appear below
7. Click the gear icon for the Expense Type you just added
8. Select the Budget check-box, if applicable
9. Select Expense Group from the drop-down menu*
10. System will save automatically
*No options to select from?
Learn how to Add Expense Groups here.