Table of contents
Overview
You may incur expenses while you carry out work for a client and you claim them by recording them on an Expense Sheet.
Record an Expense
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Create an Expense Sheet or open an Expense Sheet not submitted.
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Select the Date you incurred the expense from the drop-down calendar. You cannot change the view.
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Enter the reference number in the Reference field.
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Select the Client from the drop down list in the Client/Assignment column.
The A/Code column is automatically populated. -
Select the Task from the drop-down menu.
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Enter the amounts in the Quantity and Cost. The Tax, Total and Charge columns are automatically populated with data.
The charge field only automatically fills with a value if you have a charge rate set up for the Code Type. Otherwise, you will need to enter the charge rate.
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Type supporting information about the expense into the Comments column.
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To enter additional expenses for another Client or Assignment, press the [Enter] key until the cursor appears in a blank line just below the headings across the Timesheet.
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Repeat Steps 2 to 8 for other expenses for this date.
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To submit the Expense Sheet for posting, click the Submit
button.
The Entry Status field changes to Submitted and the Authorisation Status changes to show Unseen. -
Click OK.
Comments