As an admin, you can set up different expense types for your company. Either create an expense type from scratch or choose some of our done-for-you expense types From Gallery.

Create an Expense type from scratch

You have the option to create a new custom expense type or even choose from our gallery.

  • Click on "Create" under New Expense Type to create a custom expense type.

  • Name: Expense type name is a mandatory field.

  • Description: The description can be provided for the expense type.

  • Select Approver: By default, the approver is set as the Manager, but can be changed by choosing other employees from the dropdown.

  • Cc Notifications to: If you want additional employee(s) to be notified about the expense type being applied for, you can choose the employee(s) here.

  • Currency: Dictate the currency for the expense claims

  • Default Tax: Preselected for this expense type when the employees apply for it.

  • Allow employees to modify Exchange Rate while applying expense: If checked, admins need not set the exchange rate in the expense settings for claims in foreign currency.

  • Tracking: Used for personal tracking or use with another integrated payroll/expense management SaaS such as Talenox, Xero etc...

    • Categories: Type in any keyword that you might want the expense type to be identified with.

    • GI code

    • Payroll code

  • Validations

    • No Receipts Required

    • Receipts Required For All

    • Receipts required if amount above: Receipts need to be uploaded based on amount set by admin

    • No Approval Required

    • Approval Required For All

    • Approval required if amount above:

    • Reimbursable: If you want to ensure the expense type gets involved in the payroll, check this box.

  • Set limits: Choose from the options to add a new expense limit.

  • Allow employees to apply expense limit, but reimburse only till limit

  • Add New Expense Limit

  • Expense Limit

    • Type: limits per request/day/month/calendar year

    • Amount: limits the amount employee can claim (if the exchange rate is set up correctly, claims in a foreign currency will be calculated by Yuvo)

    • Applies to: limits apply to all employees/all employees except/select employees/select departments/select work locations

Save to create the custom expense type.

From Gallery

Click on "Add" under From Gallery to choose from a pre-existing list of expense types.

Select any of our done for you expense types.

Select Clone.

You can choose to:

  • Close the popup,

  • Clone the same expense type again

  • Edit to customise the expense type

  • Delete if you made a mistake.

Admins can also choose to activate or deactivate expense types anytime.

A pop-up window will ask the user to confirm.

Congrats you have now created an expense type for your company.

You can now proceed to assign these expense types to your employees.

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