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1. From the Time Entry tab for the appointment, select the New icon.
2. In the Entry Type field, select Expense.

3. Enter information in these fields, as needed.

   FieldDescription

   Employee

   (*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.

   *Required fields

   • 
     

4. Select Save.