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DELETE or EDIT EXPENSE default TYPES

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kendalllegris
Level 5

2/1/18

The default expense types are not ones that all teams use and can be confusing when you are not able to hide delete or edit them. Not all teams use Advertising, Consulting, General, Materials, and Travel or may call them other items.

These fields should be ones that at minimum can be hidden.

13 Comments

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AileenTa
Level 5

4/12/18

I agree this is very frustrating and needs to be changed. I do not want anyone able to add expenses to the default types.

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satchell_mr
Level 4

10/26/18

We went into our Setup today to change our default expense types and realized it wasn't possible.
It's misleading that the field will let you click in and edit it but it won't let you save your changes.

A field like "Advertising" is just too broad for our needs. We would definitely like to see this change made.


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KristiOv
Level 1

1/29/19

I agree that we should be able to hide Default Expense Types as well as hide any custom expense types that we are no longer using. I prefer not to delete expense types in order to preserve historical data.

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AnnikkiDe
Level 1

5/31/19

We have done some highlighting so that if a default description is chosen it appears red so that folks know it is not a correct one or in line with our accounting categories for expenses.

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AaronBe2
Level 2

9/17/21

hi! Bumping this one back up for the team. Great that it is on the roadmap. Any updates?


We are completing the next phase of our integration of Workfront with our ERP through Fusion. We have specific expense types in our ERP (Netsuite) that don't align with the defaults. Because we can't remove the generic Expense Types (General, Adverstising, Consulting, etc), we have a lot of user error because those are logically appropriate expenses but are not how they are classified in our finance system.


Being able to activate & de-activate expense types (whether they are default or custom) is moving from being useful to being very needed.


Happy to provide additional inputs to the product team if that would help.


Thanks!!!

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RonaldEa
Level 3

3/3/22

I have to say that I am very disappointed in the recent status update that after being on the roadmap for over a year, they come back and reset the status to not planned.

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JackHi
Level 1

3/3/22

Can you just make it so you can HIDE the default expense types? We would not care if the default expense types continue to exist if we could just HIDE them from our users.

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