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.