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How do I create a new expense type?
My company has director's insurance, however, there is no expense type which fits this, how do I create a custom expense type?
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Tanja.
Sure - the more the merrier!
It sounds like we're going to need to work on our 'hide unused categories' feature sooner than we thought.
I’m happy
The company says
this answers the question
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We want to extend and evolve the category list, and so for example adding a Mobile Phone category makes perfect sense. We'll get onto it.
The subcategory thing is interesting, but what we may do is have a flexible report that lets you filter items by date, type and a text search field.
So you could say '1 Jan 07 - 31 Dec 07 > Mobile Phone > [Dave] to give you the output you need. Maybe you would be able to save these searches too, and compare saved searches across the months in a graph, for example.
Would that work?
So do let me know how you would change the categories to suit you perfectly, and we'll go from there.
There will be a point, I think, where we'll allow some customization. But that's likely to be choosing to hide categories when our list gets too long to be practical (as it inevitably will).
I’m happy
The company says
this answers the question
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At the moment you can't, but we continually evolving our list to meet users' needs.
We'll probably go ahead and change 'Liability Insurance' to just 'Insurance' to encompass your request. Would that work, or do you think another type is required?
In the future you'll be able to customize the list to remove types you never use.
The company and 1 other person say
this answers the question
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Inappropriate?At the moment you can't, but we continually evolving our list to meet users' needs.
We'll probably go ahead and change 'Liability Insurance' to just 'Insurance' to encompass your request. Would that work, or do you think another type is required?
In the future you'll be able to customize the list to remove types you never use.
The company and 1 other person say
this answers the question
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Inappropriate?Hi,
I'm also very interested in being able to create my own Expense types as I find the current list is not extensive enough. E.g. I would like a 'Mobile Phone' expense as separate from the 'Internet/Telephone' expense category.
Also I would like to be able to create sub-categories. For instance 2 directors each have a mobile phone. I want to be able to create a sub-category for each mobile phone user and then generate a report which shows the mobile phnoe cost for each user?
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Inappropriate?We want to extend and evolve the category list, and so for example adding a Mobile Phone category makes perfect sense. We'll get onto it.
The subcategory thing is interesting, but what we may do is have a flexible report that lets you filter items by date, type and a text search field.
So you could say '1 Jan 07 - 31 Dec 07 > Mobile Phone > [Dave] to give you the output you need. Maybe you would be able to save these searches too, and compare saved searches across the months in a graph, for example.
Would that work?
So do let me know how you would change the categories to suit you perfectly, and we'll go from there.
There will be a point, I think, where we'll allow some customization. But that's likely to be choosing to hide categories when our list gets too long to be practical (as it inevitably will).
I’m happy
The company says
this answers the question
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Inappropriate?Hi Ed,
I see you've added a 'Mobile Phone' expense - thanks.
The text search field would work - it would just mean I had to remember to add a keyword to every entry (i.e. "Dave"), but I could live with that. -
Inappropriate?Trial user here -- I've just signed up and am VERY impressed with what I see so far (not only the product, but the support and follow-up as well). Kudos! I am dying to finally ditch QuickBooks. :-)
I would love to see a category added for "Licenses and Permits" as well, to cover things like city business licenses, operating permits and so on. Would this be possible? -
Inappropriate?Tanja.
Sure - the more the merrier!
It sounds like we're going to need to work on our 'hide unused categories' feature sooner than we thought.
I’m happy
The company says
this answers the question
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Inappropriate?Goodness, that was a fast reply! Thanks Ed, much appreciated.
Sorry to ask an off-topic question, but I can't find an answer in the FAC archives: Is there a way to export timesheet reports, or generate a PDF version like you can do for invoices? One of my clients requires that I submit detailed timesheets every week along with my invoices. -
Inappropriate?Hi Guys,
I just trialled your application and think it is excellent. I am looking forward to using it very much. The only issue I see is not being able to add my own expense types. Specifically I need to have both "web hosting" and "domain registration" as an admin expense and cost of sales as well.
Is this possible? I am very keen to sign up and start using FreeAgent Central.
Cheers,
I’m excited
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Inappropriate?Second vote for a 'domain registration' category! Definitely need to seperate that out from 'web hosting'...
Loving the app though guys, great work.
I’m excited
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Inappropriate?I third a vote for a domain registration category.
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Inappropriate?I fourth a vote for a domain registration category! :)
Or at the very least, a change of label to 'Web Hosting / Domain Registration' ;-)
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