Set up expense types

Last update: Wed Apr 23 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

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The video explains how to manage expense types in Workfront, focusing on creating, using, and deleting them.

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Key takeaways

Pre-Built Expense Types: Workfront includes pre-built expense types that cannot be deleted, hidden, or modified, ensuring consistency across the system.
Custom Expense Types: System Administrators can create their own expense types, which are editable, deletable, and system-wide. These can include calculated units, such as mileage rates.
Expense Creation: When creating an expense, users select an expense type, input details (e.g., mileage), and the system calculates the planned amount automatically based on the set rate.
Deleting Expense Types: Custom expense types can only be deleted after replacing them in all instances where they are used. A report can be generated to identify these instances.