When creating an Expense Entry, fields that appear in blue are required while white fields are optional.
For User: Click on the drop-down menu to select the user that this entry belongs to. (Ability to change the user on an entry depends on your user permissions)
Client: First, select a client by clicking on the drop-down menu and either scroll to find or type in the name, OR add/create a new client by clicking the plus (+) icon.
Project/Matter: Select a Project/Matter by clicking on the drop-down menu and either scroll to find or type in the name, OR add/create a new project/matter by clicking the plus (+) icon.
Expense Type: Select your Expense Type by clicking on the drop-down menu, OR add a new Expense Type by clicking the pencil and clipboard icon.
Expense Date: The date for which this entry was made for - date will auto-fill based on the current date but can be changed by typing in a new date or clicking on the small Calendar icon to select.
Date Created: this is a system default to the date the entry is created and cannot be changed.
Exclude from Invoice: When this box is checked this Expense will be prevented from showing on invoices.
Reimburse - If checked it means that the employee entering this expense has paid out of pocket and the employer would need to reimburse their employee for this expense.
Description - Fill in your description of why you are billing this expense.
Receipt Attachment - If you add a file to the expense you can pull this on reports and invoices if needed.
Cost - Amount per this expense. You can also use the calculator to calculate Qty x Unit Price.
Sell Price - Price of the expense that will get billed on the invoice. Will auto-fill based on the Cost & Percentage Markup but can be manually changed.
Percent Markup - If you have a default percentage it will mark up your expenses accordingly. You can change this or leave it blank.