Linking an expense type to an expense report profile

Do you have multiple expense report profiles? As well as expense types with identical management rules in place (accounting information, input controls, expense type options)?

How about merging them?

This could result in fewer duplicates, more clarity, a well-oiled management machine✨

💡 Why do several types of expenses seem to be duplicates?

As one of our long-time customers who've witnessed recent changes, you have also inherited old configurations… With the new system, a single expense type can be linked to several profiles. No more need for clones! 😉

Are your management rules the same?

Our advice at this point is to associate a single type of expense to the relevant profile or profiles, using the drop-down menu shown below. You will then be able to archive any excess duplicates. 📦

In practice
Let's say that for the same expense type, the “Management” profile is limited to €40 and the “Standard” profile to €20, but the accounting information is identical … Duplicating the expense is no longer necessary! Simply associate the expense type with both profiles. 👍

Access: Admin area > Expense reports > Expense types

Open the relevant expense type, then choose the relevant profile from the drop-down menu . And that's it, all done! ✨

How about a little video step-by-step?

(while waiting for the English version, feel free to reach out to our support team,

our bilingual team members will be happy to help 😉️)

Learn how to archive excess expense types in this article: Archiving an Expense Type

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