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Related module:
Do you have multiple expense report profiles? Expense types with identical management rules (accounting info, entry controls, expense type options)?
What if you merged them?
Result: fewer duplicates, more clarity, and top-notch management 🧅✨
💡 Why do I have several expense types that seem to be duplicates?
You are long-standing clients, you have inherited old configurations... From now on, an expense type can be linked to several profiles. No more need for clones!😉
Are your management rules the same?
We advise you to keep a single expense type, associate the relevant profiles with it in the drop-down menu, and archive any extra duplicates 📦
In practice!
If the “Director” profile has a limit of 40 € and the “Standard” profile has a limit of 20 €, but the accounting info is identical... then a single expense type is enough! Just associate it with both profiles 👍
Access: New Admin Area > Expense Reports > Expense Types
Open the relevant expense type, then choose the relevant profile in the drop-down menu. And that's it! ✨
A quick visual tour?
Find out how to archive extra expense types in this article: Archive an expense type
Keywords: Expense report · accounts · account · accounting · accounting · VAT · deductible · professional expenses · expense · type · expenses · reimbursement · expense reports · ceiling · meal vouchers · deduct · guest · restaurant · suffix · settings · TR · NDF · recovery · capping · grouping · line · charge · debit · credit · archive · duplicates · duplicate · profile
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