Adding pre-set Expense Types
Expenses can be added to a client's details in the client window. However to have expense types pre-populated list in the client's expense window, create them as follows.
Open the Expense Types window
1: Click Admin from the menu.
2: Select Debt Management --> Expense Types from the drop-down menu - the Expense Types window will open.
Add an Expense Type
1: Click Add - a new entry will be added.
2: Edit the Expense Type's name.
3: Click OK to save and close the window.
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