Summary
Learn how to manage staff expense items in Box+Dice. You can create, update and remove expense items that are available for recording consultant business plan expenses.
This article covers:
- About staff expense items
- Add a staff expense item
- Edit a staff expense item
- Remove a staff expense item
About staff expense items
Staff expense items are used to record individual work-related expenses against a consultant's Business Plan. The available expense items can be managed centrally, allowing you to maintain a consistent list of expense options across your office.
Add a staff expense item
To add a staff expense item:
- Go to: Settings > Staff > Expense Items
- Click + Add expense item
- Enter the expense Item name
- Select the appropriate Item category
- Click Save
Note: Expense item categories are predefined and cannot be customised or extended.
Edit a staff expense item
To edit a staff expense item:
- Go to: Settings > Staff > Expense Items
- Select the expense item you want to update
- Edit the item name as required
- Click Save
Remove a staff expense item
To remove a staff expense item:
- Go to: Settings > Staff > Expense Items
- Select the expense item you want to remove
- Click the Delete (trash can) icon