Creating an Expense Sheet

Last modified 08:04, 24 Apr 2017

Overview

You can create an Expense Sheet from your Home Page or from the Employee Details page. If you have the authority, you can also create an Expense Sheet on behalf of another employee. You do this by opening their Employee Details page.

Create an Expense Sheet

  1. On your Home Page, click Create expense sheet under Timesheets on the Task Bar.

  2. Go to Step 5.

OR

  1. On your Employee Details page, select the Timesheet tab.

  2. Select Expenses from the drop down list (located under the Timesheet tab).

  3. Click Create expense sheet under Timesheets on the Task Bar.

  4. Click in the Select Company field and click the ellipse button.
    The Find Companies window appears.

  5. Select the name of the practice you want the expenses to relate to from the drop-down list

  6. Select the Time Period you want from the list displayed

  7. Click OK.
    The Expense Sheet appears.

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