Enter Expenses

You MUST enter the Trip Data before entering the Expense Data.

To Enter Expense Data:

  1. Display the Trip Sheet window as outlined in About Trip Sheet.

  2. Click the Expenses button. The Expenses window is displayed.

  1. Enter the Date of the expense. The date MUST be within the current week.

  2. Select the Reimb check box if this is a Reimbursed Expense. The Reimbursement Type dialog box is displayed.

  3. Select the Type of Reimbursement and press the Enter located on your keyboard.

  4. Enter the ProNumber for the trip, if applicable.

Note: Enter the ProNumber only if the expense relates directly to the trip, or for reimbursed expenses. Do not enter a ProNumber for general expenses such as, meals, fuel or other general operating expenses.

  1. Enter the Amount of the expense.

  2. Enter the Payment Account name of the account you used to pay for the expense.

Note: You MUST open accounts in Income & Expenses before you start using them.

  1. Enter (or select from the list) the Charge To Account name, if not a Reimbursed Expense. (That is, the account to charge this expense to. For Example, for food enter Meals, for repairs enter Maint/Repair, for fuel enter Fuel-Truck or Fuel-Refer.

  2. Enter a Memo you want associated with this expense.

Note: You cannot enter Split Transactions in the Trip Sheet. If you need to enter a  split transaction make the entry in Income & Expenses.