Setting the Default Expense Type
To set or change the default expense type in that appears in the Type drop-down list of an expense A record of expenses incurred by resources assigned to a project or opportunity.:
- Click YourName | Setup | Create | Objects | Expense.
- Scroll to Custom Fields and Relationships.
- Click Type.
- Scroll to Picklist Values.
- Click Edit next to the value that you want to change.
- Select or deselect the Default checkbox depending on whether you want the type to be the default expense.
- Click Save.