Cost types are for recording the expenses associated with running short courses. They are used to keep track of the costs associated with an occurrence. They might include items such as catering and venue hire.
Open the Configuration Manager by choosing Manage > Configuration from the menu. The Configuration Manager displays an alphabetically ordered explorer tree.
Adding a new Cost type
- Right-click Cost type and choose Add new cost type.
This will open the Cost Type Wizard:
- Enter a Name for the cost type.
- Optionally, enter a Code for the type.
- If the cost type needs to be associated with a staff member, tick This cost type requires a staff member to be selected. For example: Accommodation, Flights, Tutor fees.
- The Do not make this cost type available for use checkbox indicates if the cost type should be archived. If enabled, the cost type will be added/moved to the Archived Cost types branch.
- Optionally provide a Description for the cost type.
- Click Next and then Finish.
Editing an existing Cost type
- Expand Cost types.
- Right-click the type and choose Edit cost type.
This will open the Cost type Wizard, where you can make changes.
Deleting a Cost type
- Expand Cost types.
- Right-click the type and choose Delete cost type.
- Click Yes when asked to confirm the delete.
If an error occurs, the type has likely been used previously and is included in historical data. In this case, you will need to archive the type to remove it from active use.
Viewing the cost type report
- Right-click Cost types and choose Show cost type report.
The report will be displayed in a new tab/window.