Use the Time Entry tab to enter billable travel expenses for an appointment. You can also enter labor and other expenses. For more information, see Enter a labor transaction before completing an appointment and Enter an expense transaction before completing an appointment.
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From the Time Entry tab for the appointment, choose the New icon.
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In the Entry Type field, select Travel.
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Enter information in these fields, as needed.
|
Field |
Description |
|
Employee |
Your employee ID. Depending on the setup, you might be able to select a helper technician if you're entering travel for someone else. |
|
Appointment |
The appointment ID. |
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Date |
The system date is displayed. You can change the date of the travel. |
|
Cost Code |
A cost code of OTHER is displayed and can't be changed. |
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*Pay Code |
Select the pay code to use for the travel entry. Depending on the setup, a default billable travel pay code might be displayed. You can change this value. |
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*Units |
Enter the number of units traveled. |
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Description |
Enter an optional description of the travel. |
* Required fields
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Choose the Action icon, and then select an action for the transaction.