Project Expenses
After choosing Menu > New from Home/Expenses, you will see a dialog like the one below. Fill out the appropriate fields and click Save.
Field |
Description |
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Project |
By default, the current project is selected. If necessary, change the Project in the Project dropdown list. |
Task |
Select the Task for the Project Expense you wish to log from the Task dropdown list |
Material Expense ID |
Select the Material Expense ID. All Projects that you are on the team of that have Material Expenses associated with them will appear in the list. If you do not see a project you need, contact the appropriate Project Owner. |
Date Incurred |
Select the Date the Expense was incurred |
Date Covered From |
Select the Dates Covered (From and To). Example: a hotel Expense from 3/1 to 3/5 |
Amount |
Enter the amount of the Expense |
Paid To |
Enter the name of the person or business that the Expense was paid to |
Type |
Select the type of Expense from the drop down list. If the Material Expense Type does not appear in the drop down list, see the Project Owner or System Administrator. |
Payment Method |
Select the payment method from the drop down list |
Description |
nter the Description of the Expense. This field allows you to give a brief description of the Expense. |
Participants |
ter the names of the participants if it applies to the type of Expense |
City |
Enter the name of the city where the Expense was incurred |
Comments |
Enter any additional comments. |
Is Billable? |
The checkbox automatically defaults to the correct value based on the billable value of the Material Expense. You can change the checkbox necessary. |
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