You can copy the setup of a field from one expense type to another expense type, including the settings, values, and dependencies of the field to save time and effort.
Copying fields setup to other expense types
To copy setup of fields:
Go to Settings > Expense types.
Select the desired expense type by clicking on it, for example, Bill.
Navigate to its Fields tab.
Hover over the field whose setup you want to copy and click on the Copy button on the right.
In the dialog that opens, select the checkboxes next to the desired expense types, for example, Mileage and Reimbursement.
Select the checkbox to confirm that you understant that this action will replace the existing configuration in the specified types.
Click on Confirm.
Reordering categorization fields
To reorder categorization fields:
Go to Settings > Expense types.
Select the desired expense type by clicking on it, for example, Bill.
Navigate to its Fields tab.
Under Categorization, drag and drop fields to reorganize them in a way that they must appear in the Expenses app.