Steps
1. Access Expense Types
Click the Cog icon in the top-right corner of the screen.
From the dropdown menu, select Expense Types.
The Expense Types page will display all types currently configured for your company.
2. Add a New Expense Type
On the top-right of the page, click the green Add button.
In the modal, select the Type from the dropdown menu. Additional fields will appear depending on the type selected.
Example: For Accommodation, fields include Name, Code, Mandatory Receipt Amount and Upper Limit.
3. (Optional) Keep the Locum Can Submit box checked if you want locums to submit this expense type directly via the system.
4. Click the green Save button to create the new expense type.
3. Edit an Existing Expense Type
In the Actions column, click the Cog icon beside the expense type you want to edit.
The edit modal will display. The fields available depend on the expense Type. Mileage is used in the below example:
Name and Code → free text.
Rate and Lower Threshold → free text or use arrows to adjust.
Check boxes → enable/disable whether locums can submit this expense type or request full mileage.
3. Click the green Save button to confirm changes.
4. Delete an Existing Expense Type
In the Actions column, click the Bin icon beside the expense type you want to delete.
A confirmation modal will appear.
3. Click the green Yes button to confirm deletion.
Additional Information
The fields available when creating or editing an expense type depend on the Type selected.
Expense types that are disabled or deleted will no longer be available to locums.
Troubleshooting
I cannot edit an expense type: Ensure you have the correct permissions to manage expense types.
Locums can’t submit an expense type: Check that the Locum Can Submit box is enabled for that type.
Need help? Click the chat button in the bottom‑right corner of the screen to message our support team.