Setting the Default Expense Type

Note:

We're retiring the Expense Entry page and it'll be deactivated in a future release, no sooner than Winter 2027. We'll continue to support the Expense Entry page until deactivation, but recommend that you start using the Expense Entry component. Work with your administrator to start using the Expense Entry component.

For more information, see Using the Expense Entry Lightning Component.

To set or change the default expense type in that appears in the Type drop-down list of an expenseClosed A record of expenses incurred by resources assigned to a project or opportunity.:

  1. Click YourName | Setup | Create | Objects | Expense.
  2. Scroll to Custom Fields and Relationships.
  3. Click Type.
  4. Scroll to Picklist Values.
  5. Click Edit next to the value that you want to change.
  6. Select or deselect the Default checkbox depending on whether you want the type to be the default expense.
  7. Click Save.