Join us for our Coffee Break Sweepstakes on July 16th! Come ask your questions or share your use cases on Creative Briefs for a chance to win a piece of Workfront swag!
Hi All,
Is it really not possible to edit or delete a default Expense Type? I've tried a few approaches to no avail.
We'd like to modify these as "Advertising" is just too broad for our needs. We could create our own expense types- but it becomes confusing if the default is still present in the system. Thanks! Satchell Mische-Richter Quality Bicycle Products
Hi Satchell, Correct: the Default Expense Types cannot be deleted, and although (even as SysAdmin) they appear to be editable, upon saving, an error is thrown and the original values are preserved. Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads
Thanks Doug,
I was running into that error as well. It was unclear whether that was a bug or a disallowed action. It's misleading that you can click into that field and edit the text, but not save it.
I contacted support and they confirmed that the default expense types are not editable nor deletable. Though they did direct me to this existing Idea Exchange Ticket:
"https://support.workfront.com/hc/en-us/community/posts/360000487333-DELETE-or-EDIT-EXPENSE-default-TYPES" target="_blank" rel="noreferrer noopener" data-auth="NotApplicable">https://support.workfront.com/hc/en-us/community/posts/360000487333-DELETE-or-EDIT-EXPENSE-default-T... Satchell Mische-Richter Quality Bicycle Products
Ask folks in your domain to vote up the ability to edit default expenses types. Let's see if WF can make the adjustment. Annikki Desmarais Cantactix Solutions Inc.