Role: ✔ Admin, ✖ Accountant, ✖ Team Manager, ✖ Employee, ✖ Bookkeeper
Welcome! Adding expense type for Reimbursements to Summit doesn’t have to be a hassle. Whether you're planning to create a new expense type or removing the existing enspense type, we’ve got you covered. In this article, we’ll guide you through the steps for both expense type creation and removal. With our straightforward approach, you'll be navigating these processes like a pro in no time.
How to Create New Expense Type
1. On your Summit dashboard, click on 'Settings'. Next, under 'Company', click on 'Reimbursements'
2. Click the ‘Manage’ button on the right side of the screen
3. Under Expense Type, enter the new 'expense type' and click 'Add' button
4. Once done, click 'Save' and the action is done
5. In case you would like to remove an expense type, hover to the dedicated expense type and click 'Deactivate'
If you have any questions or need further assistance, don't hesitate to reach out to us at support@summitglobal.com. We're here to support you!