Expense Type Detail
The Expense Type Detail screen allows you to add specific items or sub-types to your main Expense Types. This is the most granular level of classification, helping you track exactly what an expense was for within a specific group.
Expense Type Detail List
This list shows all the specific sub-items you have created:
- Search: Use this to find a specific detail name quickly.
- Expense Type Detail Name: The specific name of the item (e.g., "Fuel," "Bus Fare," or "Maintenance").
- Expense Type: Shows which main group this detail belongs to (e.g., "Regular" or "Fixed").
- Show Also Inactive: Check this to see details that are currently hidden.
- Status Toggle: Switch a detail On or Off directly from the list.
Add or Edit Expense Type Detail
When you open the form to add or change a detail:
- Expense Type Detail Name: Enter the specific name for this item.
- Expense Type (Mandatory): Select the main Expense Type this detail belongs to from the dropdown.
- Status: Choose if the detail should be Active or Inactive.
- Save: Click this to store your changes.
Quick Actions
- Add New: Create a new sub-item detail.
- Edit (Pencil): Update the name, the parent type, or the status.
- Delete (Red X): Permanently remove the detail from the system.