Documentation ยท Expenses
How To Manage Expenses Preferences
What this does
This guide explains the Preferences page in Expenses.
This page lets you decide how Expense is named throughout the app.
Before you start
- The user must have access to
Settings. - The replacement text should stay short enough to work cleanly around the app.
Steps
- Open
Expenses. - Go to
Settings. - Select
Preferences. - In
Refer to Expense in app as, enter the replacement name. - Click
Save Settings.
Common mistakes
- Choosing a label that is too long for normal app use.
- Renaming the record type without telling the team, which can create messy internal terminology.
What to do next
After changing the name, make sure your team uses the same term consistently across the app and in training material.