Entering Expenses

Expenses are entered via the Expenses tab.

To use an existing expense claim as a basis for a new claim:

  • Right-click the previously entered expense line and select Copy Line.

    A new line is added to the Expenses grid. All except numeric values default to those of the copied line.

To use an Expense Type as a basis for a new claim:

  • Drag-and-drop an Expense Type from the Expenses field in the vertical sidebar into the Expenses grid.

    A new line is added to the Expenses grid, with the Expense Type and certain other non-numeric details pre-populated.

Alternatively, enter an expense from scratch:

  1. Select New Line.

    A new line is added to the expenses grid. The only pre-populated value on that line, Date, defaults to the current date.

    Where Canadian Expenses functionality is active, if an expense contains a valid Expense Type, editing its Date Incurred invokes the Expense Details form as opposed to the standard pop-up calendar control.

  2. In the Client, Engagement and Stage cells, select the relevant options from the pre-defined drop-down lists.

    Display of the Client No. and Client Name columns is dependent on Preferences setting Client Fields.

  3. Select the Expense Type cell to display the Expense Details window, where the remaining expense details must be entered. (You can enter Comments directly into the Expense line.)

    *enter amount, comments, receipts?*

    When you close the Expense Details window, the remaining line details are automatically populated as specified.

On completing each expense row, select Save.

Expenses are auto-saved only if the Preferences setting Auto Save Time and Expenses is selected.

The default Status of all newly posted expenses, pending submission, is Draft.