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.

Did this answer your question?