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.
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(*Required fields)
Employee
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: 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
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: The appointment ID.
Date
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: The system date is displayed. You can change the date of the expense.
*Cost
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: Enter the cost per unit.
*Quantity
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: Enter the number of units.
Equipment
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: 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
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: Select the cost code to use for the expense entry.
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Depending on the setup, a default cost code might be displayed. You can change this value.
*Pay Code
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: Select the pay code to use for the expense entry.
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Depending on the setup, a default billable expense pay code might be displayed. You can change this value.
Description
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: Enter an optional description of the expense.
*Required fields
Select Save
...
.