# Create an expense type

> In Weplanify, an expense type (fuel, meals, road tolls) decides who pays, how the amount is computed, what must be attached and who approves it.

- Product: Weplanify (https://weplanify.io)
- Section: Costs & expenses
- Web page: https://weplanify.io/docs/couts.types?lang=en
- Other language: https://weplanify.io/docs/couts.types.md
- Last updated: 2026-09-29

In Weplanify, an expense type describes a family of purchases and how to enter it; each type has its own approval circuit. Types are set in **Settings → Expense types**.

![Settings → Expense types: who pays and approval of each type](https://firebasestorage.googleapis.com/v0/b/weplanify/o/docs%2Fcouts%2Fmaj-2026-09-28%2Fco-types-faa5800a.webp?alt=media&token=2403a99c-5fd9-4476-9a43-04be549f4162)

## Steps

1. Open **Settings → Expense types** and click **New type**.
2. Enter the **Name** and choose **Who pays?**: the company directly, the employee (repaid on their pay) or chosen on each expense.
3. Choose the **Amount**: actual amount, flat rate (rate × quantity) or with a cap per unit.
4. Set the **Receipt** (optional or required), **Assign to** (a site, a department, a client…) and the options: read the receipt automatically, ask for a quantity, reason required, rebillable to the client.
5. Click **Save**.

![The New expense type panel](https://firebasestorage.googleapis.com/v0/b/weplanify/o/docs%2Fcouts%2Fmaj-2026-09-28%2Fco-type-nouveau-7856b859.webp?alt=media&token=d2fe93f7-512b-4587-8721-0881ded9c93a)

## Good to know

- The approval circuit is set once the type is saved, in [Settings → Approvals → Expense claims](https://weplanify.io/docs/validations.circuit?lang=en).
- A duplicate type was merged: the old one stays visible, marked "Archived".
- Accounts and extra questions: [set accounting and questions](https://weplanify.io/docs/couts.types.formulaire?lang=en).

## Related guides

- [Set the accounting and questions of an expense type](https://weplanify.io/docs/couts.types.formulaire?lang=en) — In Weplanify, give an expense type its category, its expense and counterpart accounts and VAT, and add your own questions to the entry form.
- [Configure an approval circuit](https://weplanify.io/docs/validations.circuit?lang=en) — In Weplanify, build the approval steps of a leave request, an expense, an advance or a form: the order, the name, the approver and when each step applies.
- [Follow the company's expenses](https://weplanify.io/docs/couts?lang=en) — In Weplanify, the Expenses screen gathers purchases paid by the company and costs advanced by employees: to approve, to reimburse and to pay.
- [Your company settings in Weplanify](https://weplanify.io/docs/configuration?lang=en) — In Weplanify, settings are sorted by theme in a menu on the left: company, approvals, expenses, time and attendance, leave, payroll and account.
- [Record an expense](https://weplanify.io/docs/couts.depenses?lang=en) — In Weplanify, record an expense starting from the receipt: its type, who paid, the amount, date and site concerned, then see what will happen next.
- [Repay an expense claim on the payslip](https://weplanify.io/docs/couts.notes-de-frais?lang=en) — In Weplanify, repay an employee, through their payslip, the money they advanced for the company: meals, taxi rides, fuel or a business trip.
- [Weplanify forms: requests, reports and surveys](https://weplanify.io/docs/formulaires?lang=en) — In Weplanify, every company form sits in a single list, sorted by category, showing what is waiting for your decision and what is running late.
- [Set up payroll accounting accounts](https://weplanify.io/docs/paie.comptes-comptables?lang=en) — In Weplanify, choose the accounting account of each payroll line to produce a balanced payroll entry, ready to import into your accounting software.
- [Submit an advance request for another employee](https://weplanify.io/docs/validations.soumettre-pour-un-autre?lang=en) — In Weplanify, let a manager or a timekeeper submit an advance or loan request on an employee's behalf; the request then follows the usual circuit.