Managing Default Expense Types

Objective

After completing this lesson, you will be able to manage default expense types assigned to vendors.

Default Vendor Expense Types Overview

You can manually assign expense types to vendors on the Manage Default Expense Type page. You can also assign expense types using the vendor import file in the Default Expense Type Name column.

Assign Default Expense Types to Vendors Manually

To manually assign a default expense type to a vendor:

Steps

In Vendor Manager on the Manage Default Expense Type tab, select the vendor and then select Assign Default Expense Type.
Search for and select the required expense type, and then select Assign.

Assign Default Expense Types to Vendors by Import

To map a default expense type to a vendor by import:

Steps

In the appropriate vendor record in the Vendor Import file, add the expense type name to the Default Expense Type Name column.
Save and upload the import file in Import Vendors.

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