Create a Sub-Expense Type

How to Create a Sub-Expense Type in Muhasib ERP
Overview
This guide will help you add a controlled subcategory beneath the correct expense head.
The subcategory becomes available under its parent for allowed expense entry and reporting.
Who can do this
You need access to Sub-Expense Type setup and relevant account.
Before you start
Confirm the parent head, unique subcategory name, account/default inheritance, reporting need, and approval.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Expenses & Vouchers → Setup → Sub-Expense Type.
Create a Sub-Expense Type
Step 1: Search for an existing equivalent subcategory
Step 2: Start a new sub-expense type
Step 3: Select the correct parent expense head
Step 4: Enter a clear name and description
Step 5: Confirm inherited or explicit account/default values
Step 6: Set status and save once
Check your work
Confirm parent-child placement, mappings, active status, and selection in a test expense.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
Avoid unnecessary depth or duplicate categories.
Correct the parent before live use if the hierarchy is wrong.
Related guides
Create an Expense Type or Head
Create an Expense
Review the Expense Report
What to do next
Create an Expense Type or Head.