Removing or Inactivating Expense types

[VZ]

I am looking for a way to inactivate or remove expense types that we created but no longer use.

Or I would just like for them not to appear as expense type when employee is searching or using smart box for them to populate. this is just a few but a good example.

[rohanpatil]

Hi @VZ ,

Employees select policy when creating expense report and the expense types are maintained as Active/ Inactive in the policy. If you do not want the employees to see a particular expense type then you need to deactivate them in the corresponding policy. Hope this helps.

Best regards,
Rohan

[KevinD]

@VZ to provide a visual to what @rohanpatil said...

On the Policies screen, select the Policy, then click Expense Types.

Next, click the name of the expense type, then Deactivate.