Expense type selection
The renewed Expense type menu in Procountor Solo helps the entrepreneur to choose the right expense type. The new menu is visible to all users. The structure of the menu also corresponds better to the new default product register that the new customers use.
In the future, the Expense type menu will have a separate icon for each category to make the selection quicker. The logic behind the categories has also been improved to meet the needs of both accountants and entrepreneurs better. The new logic edits the menu in cases where the number of available options needs to be increased or decreased.
How does the expense type menu react to changes?
The new Expense type menu reacts to changes in the product register for purchases and supports customization that makes it correspond to customer needs. It is good to know how the menu responds to changes so that you can optimize it to your customer's needs.
Some of the menu categories can be hidden if a customer does not have expenses in all categories. A category is hidden if the customer has not selected products in the product register for purchases that would match any of the account numbers used for the category in accounting. See the detailed instructions on account ranges and which number matches which category below
If a category would contain only one item, we do not create the category at all. Instead, the product in question is given a category icon and it can be selected directly from the menu. For example, if each category has only one product, the view has no categories, only items that can be selected directly.
The new menu supports changes both ways, both extending or limiting the number of options and accounts available for the customer through the product register for purchases.
The main categories in the menu correspond to the account ranges of the new chart of accounts, with a few exceptions.
Example:
If you (as an accountant) add a new product to the product register for purchases under Vehicle expenses, and the selected account is in the account range 7500–7639, it will be displayed under the Vehicle expense menu.
Account ranges for different categories:
- Vehicle costs 7500–7639
- Personnel expenses 7000–7199
- Computer and software costs 7640–7709
- Other expenses of machinery and equipment 7710–7799
- Advertising and marketing 8050–8299
- Travel expenses, per-kilometer and daily allowances 7800–7949
- Administrative costs 8370–8889
- Sales and entertainment costs 7950–8049
- Purchase, import from abroad and or subcontracting 4000–4999
- Payroll costs, TyEL and YEL and personnel insurance 2880 and 2950 and 5000–6799
- Office expenses 7200–7499
- Taxes and insurances 2920–2979 (excluding 2950) and 9900–9989
- Other expenses (other account numbers)
If any of the three accounts below is added to a product in the product register for purchases, it will appear on the main level of the expense type menu:
- 1777 (Ask the accountant to review the expense)
- 2340 (Private/own withdrawal) (for sole traders)
- 2940 (Own purchase/shareholder loan) (for limited liability companies)