# Expense Setup Menu

# Expense Setup

<span style="color: rgb(45, 194, 107);">**<span class="ts15">General Ledger&gt;Configuration&gt;</span><span class="ts15">Expense Setup</span>**</span>

<span style="color: rgb(0, 0, 0);"><span class="ts15"><span class="ts0">Expenses are used for expense claims</span></span></span>

##### <span class="ts15">Search</span>

<span class="ts15"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2770).png)

---

##### <span class="ts0">Add a new expense</span>

<span class="ts0">![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2772).png)</span>

<table border="1" id="bkmrk-code-enter-code-desc" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><tbody><tr><td>**<span class="ts0">Code</span>**</td><td><span class="ts0">Enter code</span></td></tr><tr><td>**<span class="ts0">Description</span>**</td><td><span class="ts0">Enter description and save</span></td></tr><tr><td>**<span class="ts0">Supplier</span>**</td><td><span class="ts0">  
</span></td></tr><tr><td>**<span class="ts0">Stock Item</span>**</td><td><span class="ts0">  
</span></td></tr><tr><td>**<span class="ts0">Tax Account</span>**</td><td><span class="ts0">  
</span></td></tr><tr><td>**<span class="ts0">Tax Type</span>**</td><td><span class="ts0">  
</span></td></tr><tr><td>**<span class="ts0">Division</span>**</td><td><span class="ts0">  
</span></td></tr><tr><td>**<span class="ts0">Region</span>**</td><td><span class="ts0">  
</span></td></tr><tr><td>**<span class="ts0">GRV Group</span>**</td><td><span class="ts0">  
</span></td></tr></tbody></table>

<span class="ts0"></span>

# Add Expense Setup

To add a new expense setup go to

<span style="color: rgb(45, 194, 107);">**General Ledger&gt; Configuration&gt; Expense Setup**</span>

First, you need to add the expense category

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-03/scaled-1680-/GqOimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-03/GqOimage.png)

<table border="1" id="bkmrk-code-enter-expense-c" style="border-collapse: collapse; width: 100%; height: 89.3907px;"><colgroup><col style="width: 21.6359%;"></col><col style="width: 78.3641%;"></col></colgroup><tbody><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**Code**</td><td style="height: 29.7969px;">Enter expense category code</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**Description**</td><td style="height: 29.7969px;">Enter expense category name or description</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**Notes**</td><td style="height: 29.7969px;">Add notes regarding what the expense category will be used for</td></tr></tbody></table>

---

Adding a new expense rule

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-03/scaled-1680-/4Diimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-03/4Diimage.png)

<table border="1" id="bkmrk-type-select-type-of-" style="border-collapse: collapse; width: 100%; height: 374.062px;"><colgroup><col style="width: 23.1092%;"></col><col style="width: 76.866%;"></col></colgroup><tbody><tr style="height: 29.7875px;"><td style="height: 29.7875px;">**Type**</td><td style="height: 29.7875px;">Select the type of entry to be created when a finance manager approves the expense claim</td></tr><tr style="height: 29.7875px;"><td style="height: 29.7875px;">**Code**</td><td style="height: 29.7875px;">Enter the code for the expense subcategory</td></tr><tr style="height: 46.4px;"><td style="height: 46.4px;">**Description**</td><td style="height: 46.4px;">Enter the name or description of the sub category. This is the name that will appear on the expense sub category drop down</td></tr><tr style="height: 29.7875px;"><td style="height: 29.7875px;">**Journal Transaction**</td><td style="height: 29.7875px;">Journal Type is usually a supplier</td></tr><tr style="height: 29.7875px;"><td style="height: 29.7875px;">**Stock Item**</td><td style="height: 29.7875px;">Enter stock item to be used if transaction type is GRV</td></tr><tr style="height: 29.7875px;"><td style="height: 29.7875px;">**Journal Action**</td><td style="height: 29.7875px;">Select journal action on the drop down selection</td></tr><tr style="height: 29.7875px;"><td style="height: 29.7875px;">**Account**</td><td style="height: 29.7875px;">Select the account the journal or GRV needs to be posted in</td></tr><tr style="height: 29.7875px;"><td style="height: 29.7875px;">**Tax Account**</td><td style="height: 29.7875px;">Select VAT/GST account from the drop down selection</td></tr><tr style="height: 29.7875px;"><td style="height: 29.7875px;">**Tax Type**</td><td style="height: 29.7875px;">Select Tax/ GST Type from the drop down selection</td></tr><tr style="height: 29.7875px;"><td style="height: 29.7875px;">**Division**</td><td style="height: 29.7875px;">Select the division from the drop down selection if applicable</td></tr><tr style="height: 29.7875px;"><td style="height: 29.7875px;">**Region**</td><td style="height: 29.7875px;">Select the region from the drop down selection if applicate</td></tr><tr style="height: 29.7875px;"><td style="height: 29.7875px;">**GRV Group**</td><td style="height: 29.7875px;">Select GRV group from the drop down selection</td></tr></tbody></table>