Enter an Expense Transaction Before Completing an Appointment
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.
To enter an expense transaction:
From the Time Entry tab for the appointment, select the New icon.
In the Entry Type field, select Expense.
Enter information in these fields, as needed. (*Required fields)
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.
Date: The system date is displayed. You can change the date of the expense.
*Cost: Enter the cost per unit.
*Quantity: Enter the number of units.
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 be 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.
Description: Enter an optional description of the expense.
Select Save.