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How to use Expense section

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  • How to use Expense section

    This example will show you how to use the Expense section and print out an Expense report.

    Step 1. Make sure you are in the Expense section and click on the Expense Categories tab. Then click the new button.
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  • #2
    Step 2. In this example we are creating a new Expense Category that will track our equipment expenses. Enter the Category Description and Category Details then click the OK button.
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    • #3
      Step 3. Only use this step for expenses that are reoccuring. Click on the Expense Template tab and click the new button.
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      • #4
        Step 4. Choose the Expense Category in the drop down box. Enter the amount, Description and Details (if needed). Click OK when completed.
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        • #5
          Step 5. Click on the Expense History tab and click the New button.
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          • #6
            Step 6. Choose a category from the Category drop down box. If this expense history item is going to be chosen from an Expense Template, click on the Find button. If it is not going to be using an Expense Template, simply type in the Amount, Description, and Details. Click the OK button when completed.
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            • #7
              Step 7. To view an expense report, click on the Report section and then choose the Expense tab at top. Click the Expense button.
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              • #8
                Step 8. Choose the date range you want your expenses report from.
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                • #9
                  Step 9. Preview or print your Expense Report. Your Expense Categories are highlighted orange in this example.
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                  • #10
                    Expense History items are shown here in blue highlight.
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