Overview
not completed - note this has not been completed yet.
How to use Expensesh3.
- Enter the required information
- Save
- View or Create Journal
General Tabh3.
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List Tab
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Table of contents
Table of Contents
See also Expenses entry and claims
Setup Expense Codes
Provide the Person with a Credit Card
A user will only have the ability to enter a Credit Card expense if they have a card linked to their person - see Bank Accounts - Creating and Managing#AssigningCreditcardsonAccountstopeopleandAssets
Track the expenses by card
Expenses Review (can also enter new expenses here)
View the details - update the notes - create journal if supported. If the person used their money it will create a creditor invoice journal
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Only users with the secure feature Secure Features#CanJournalSpendmoney can create journals |
Portal Expenses Entry is normal way of creating expenses
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Users with the Secure Feature Secure Features#CanJournalSpendmoney will have journals created as they enter them here |