Overview

How to use Expenses

1. Enter the required information
2. Save
3. View or Create Journal

General Tab

• Amount in $
• Category can enter or pick from a list of previously used values
• Notes to enter notes about the expense
• Have receipt checkbox
• Date of the expense
• Litres for tracking fuel used
• Pay Batch Radek
• User who entered the information is displayed
• View create journal button once finished entering the information not working

List Tab

 Shows a list of all entries madeTable of contents

See also Expenses entry and claims

Setup Expense Codes

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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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Portal Expenses Entry is normal way of creating expenses

see Expenses entry and claims