DocumentationWorkfront

Set up expense types

Last update: April 23, 2025
  • Topics:
  • Work Management

CREATED FOR:

  • Intermediate
  • User

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

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.

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