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JR
Occasional Member - Level 1

Expense Type List and Dictionary for Definitions / When to Use

We are in the process of revising our list of expense types - curious if anyone has what they consider to be a "best practice" list of expense types to share? 

Also interested in a template for a "dictionary" or definition/when to use each expense type that is clear and easy to understand for end-users. 

 

Thanks

2 Replies
jfrost
Occasional Member - Level 2

Re: Expense Type List and Dictionary for Definitions / When to Use

Hi, I'm not sure I would say we have a best practices list, but one thing we did that our customers liked was adding the account value to the description of the expense type.  That way they knew what the expense was going to map to once it hit the general ledger.  We also created a document and posted to our website that includes the expense type, account values and description on when to use the expense type.

JR
Occasional Member - Level 1

Re: Expense Type List and Dictionary for Definitions / When to Use

Would you be able to share your document with the expense types and descriptions?