Why do my report types need expense types?

If you want your employees to submit their expense reports based on specific categories, you can configure report types and expense types. A report type is a group of categories or expense types.

For example, you can create a report type for business meals and associate the related expense types such as breakfast, lunch, and dinner. When users select the report type as business meals in a report, they will only be able to add expenses, with the expense types that are associated with the business meals report type.

Report types help you easily identify the purpose of the reports. You can easily classify reports based on their types and trigger custom approvals and workflows for different report types.

Get a personalized demo from our experts

By clicking Submit, you agree to our Privacy Policy.