Users have the ability to add records into the system relating to expenses which can be marked as chargeable and will show on the Invoice.
Note: You can also add an Expenses record in via a Job Number within the Job Details dataset.
Note: (Pink = System Generated, Blue = Mandatory):
Field | Description |
---|---|
Personnel Name | Enter/Select the name of the employee receiving the expenses |
Date Received | Automatically defaulted to today’s date, can be changed |
Job Number | Enter or use the binoculars to look up a Job Number if required |
Work Site | This field can be defaulted from the Job Number if entered or manually entered |
Expenses (Hdr) | |
Charge Type | Select the relevant charge type or add a new one if required |
Detail | Text field to contain information regarding the expense record |
Purchase Currency | Select the relevant currency |
Qty | Enter the relevant value |
Unit Cost PC | Enter the unit purchase cost |
Notes | Text field for additional notes |
Chargeable (Tickbox) | If this tickbox is enabled, the record, when approved will appear on the Invoice |
Revenue Rate PC | Enter the value you wish to show on the Invoice (If this field is blank it will not appear on the Invoice) |
Hold from Invoice | If this tickbox is enabled the system will not pull it through to the Invoice |
Expenses Link | User can link a file/folder/webpage to the Expenses record |
Cost Finance Code | This will be defaulted to the users log in account, can be changed |
Revenue Finance Code | This will be defaulted to the users log in account, can be changed |
WIP Cost Finance Code | This will be defaulted to the users log in account, can be changed |
WIP Revenue Finance Code | This will be defaulted to the users log in account, can be changed |
Proceed to How to Approve Expenses User Guide for the next steps.