Create an Expense Type or Head
How to Create an Expense Type or Head in Muhasib ERP
Overview
This guide will help you create a reusable expense classification linked to the correct account setup.
The classification becomes available to allowed expense-entry users.
Who can do this
You need access to Expense Type/Head setup and any account-mapping permission.
Before you start
Confirm the name, parent structure, account mapping, tax behavior, reporting purpose, active status, 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 → Expense Type/Head.
Create an Expense Type or Head
Step 1: Search for an existing equivalent classification
Step 2: Start a new expense type/head
Step 3: Enter a clear, unique name and description
Step 4: Select the approved account and other defaults
Step 5: Set active/status and parent values as applicable
Set active/status and parent values as needed.
Step 6: Save once
Check your work
Reopen the record and confirm name, hierarchy, account mapping, defaults, 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
- Do not create duplicates differing only in spelling.
- Do not change mappings with historical consequences without accounting approval.