# Purchase Expense Types
Purchase Expense Types are simple categories used to classify purchase expense entries — for example freight, customs, or handling fees recorded separately from inventory purchase invoices.
Overview & List View
Go to Purchase → Settings → Purchase Expense Types from the left menu.
Master data screen — edit records directly from the list or view. No Master Update workflow.
List columns
| **Column** | **Description** |
|------------|-----------------|
| Id | Record ID. |
| Name | Expense category name. |
| Status | Active or Suspended. |
List row actions
| **Action** | **Description** |
|------------|-----------------|
| View | Opens read-only details. |
| Edit | Opens the edit form. |
| Delete | Removes the type when not in use. |
| Suspend / Activate | Disables or re-enables the type. |
New Purchase Expense Types
Fields
| **Field** | **Description** |
|-----------|-----------------|
| Name * | Unique name for the expense category. Shown when creating a Purchase Expense. |
How It Works
- On Purchase Expense entry, the user selects an expense type to classify the charge — for example freight, customs, or handling fees recorded separately from inventory purchase invoices.
- The type is stored on the expense document and posts to accounts on approve.
- Suspended types cannot be selected on new expenses; existing documents keep their type until changed.
Connected reports: Expense totals and breakdowns by type appear on Purchase Expense Report.
Actions
List header: New
| **Action** | **Description** |
|------------|-----------------|
| Edit | Opens the edit form |
| Delete | Removes the type when not in use |
| Suspend / Activate | Disables or re-enables the type |
Form buttons: Update, Reset, Cancel
FAQ
Where are expense types used?
On Purchase Expense documents and the Purchase Expense Report.
Can I delete a type that was used on past expenses?
Suspend the type instead of deleting if historical expenses reference it.
Must I configure expense types before recording purchase expenses?
Yes. Every Purchase Expense requires an expense type. Create types such as Freight, Customs, or Handling before go-live.
What happens when I suspend an expense type?
Suspended types cannot be selected on new expenses. Existing approved expenses keep their original type for reporting.
Do expense types affect accounts posting?
No. Expense types classify charges for reporting and analysis. GL posting uses the expense account and cost type on the purchase expense form.
Can two expense types share the same name?
No. Each expense type name must be unique.