In this article we will be answering the following questions:

  • Where can I manage payment types for expenses?
  • How can I add user-specific payment types?
  • What are expense types & where can I categorize them?
Plans: Free CRM, Sales CRM, Project Management, ERPPermissions: Admin rights

To access your Expenses Module settings:

  • Navigate to Settings from your profile on the top right corner.
  • Click on Feature Settings and select Expenses.

Define Payment Types for Expenses

The payment type in Taimer is by default set to "Company money" and "Own money".

To add a new payment type:

  • Navigate to 'Settings' from the profile on the top right corner.
  • Click on Expenses
  • Click on Add Row under 'Default Payment Types for Expenses'.

Define User Specific Payment Types

You can assign users to specific payment types. To do this:

  • Navigate to 'Settings' from the profile on the top right corner.
  • Click on Expenses
  • Click on Add Row under 'User Specific Payment Types'.

Define Custom Expenses Types

You can categorize your expenses into different types in Taimer. You can see an overview of all your expenses and the different expense types from the Taimer Dashboard. To create expense types:

  • Navigate to 'Settings' from the profile on the top right corner.
  • Click on Expenses
  • Click on Add Row under 'Custom Expenses Types'.
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