Use the Time Entry tab to enter billable expenses for an appointment. You can also enter labor and travel transactions. For more information, see Enter a labor transaction before completing an appointment and Enter a travel 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 Expense.
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Enter information in these fields, as needed.
|
Field |
Description |
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Employee |
Your employee ID. Depending on the setup, you might be able to select a helper technician if you're entering expenses for someone else. |
|
Appointment |
The appointment ID. |
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Date |
The system date is displayed. You can change the date of the expense. |
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Equipment |
If equipment is assigned to the appointment, you can select the equipment to see more information. You can also select different equipment for the appointment. |
|
Cost Code |
Select the cost code to use for the expense entry. Depending on the setup, a default cost code might displayed. You can change this value. |
|
*Pay Code |
Select the pay code to use for the expense entry. Depending on the setup, a default billable expense pay code might be displayed. You can change this value. |
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*Cost |
Enter the cost per unit. |
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*Quantity |
Enter the number of units. |
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Description |
Enter an optional description of the expense. |
*Required fields
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Choose the Action icon, and then select an action for the transaction.