Setting the Default Expense Type

To set or change the default expense type in that appears in the Type drop-down list of an expenseA 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.

© 2009-2015FinancialForce.com, inc All rights reserved. FinancialForce and FinancialForce.com are registered trademarks, and the FinancialForce.com logo is a trademark. Other product names appearing herein may be trademarks.
This document contains proprietary information of FinancialForce.com, inc and its licensors, and is subject to change without notice.