Expenses settings, categories, and permissions

The administrator manages categories via System Settings → Finance → Expenses Categories. Here, you can add a new category, specify its Lithuanian and English names and description, and manage its active status and default value. It is better to disable an obsolete category for new records if its history is still required.

Modify field behavior via System Settings → Module Field Settings → Expenses. You can manage field notes, default values, requirement status, and visibility. This is also where you determine whether Expense is included in the project budget by default. Changing visibility may reset personal table settings for Staff.

Assign view, create, edit, and delete permissions within roles. Visibility may also be restricted by the organization, the record creator, and assignees. Permissions for Contacts, Projects, Invoices, Tasks, Files, and Payments determine what a team member sees in the Expense. After changing the settings, ask the team member to reopen the module and verify the resulting view.

Related articles

• Expenses files, PDF and Excel
• Recurring entries: copying and deleting