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.

From the Time Entry tab for the appointment, choose the New icon.
In the Entry Type field, select Expense.
Enter information in these fields, as needed.

Field	Description
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.
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.
*Cost	Enter the cost per unit.
*Quantity	Enter the number of units.
Description	Enter an optional description of the expense.

*Required fields

Choose the Action icon, and then select an action for the transaction.