This article provides an overview of Expense Classes and how they are used in MVP.

  • Sep 11, 2025
  • Article

Title
Expense Classes

Content

Expense Classes are used for organizing and categorizing Work Orders. They can also be used as a way to create Sub-Work Types. For example you may have a Work Type called PM and an Expense Class called Sanitation. Using the two of these would allow you to track your Sanitation specific PMs.

Expense Classes can also be used to determine which Work Request Approval Chain is applied when creating a Work Request.

 

Creating New Expense Classes

To create a new Expense Class use the following steps:

  1. Select Accounting.
  2. Select Expense Classes.
  3. Select New. 
  4. Enter Expense Class name.
  5. Enter description and any budget information.
  6. Enter a WR Approval Chain if needed.
  7. Select Save.

 

 

How to Fill Out an Expense Class

 

General

Expense Class: This determines the name of the Expense Class.
Description: This is used to provide additional details about the Expense Class.
WR Approval: This can be used to link a WR Approval Chain to the Expense Class.
Budget: This section is used to provide a monetary budget for each month.
 
 
 
 
Budget Transactions
 
 

Select "Calculate" to fill out the Budget section with the transaction amounts for each month.

 

Select one of the "Variance" amounts to fill out the Budget Transactions table below the calendar. This will display all of the transactions on the Expense Class for that month. 

URL Name
Expense-Class-Overview
AccountingEXPENSE CLASSES