The Expenses section allows users to add and edit expense transactions within the General Ledger table. Expenses can be entered manually or through the Auto Expenses workflow.
Navigation
Main Menu → Financial → Expenses
Applies To: Enterprise | Plus | Basic
Adding a New Expense
Follow these steps to add an expense transaction manually:
- Click New Expense.
- Enter all necessary account information.
- Click Create to save the expense entry.
Expense Transaction Field Details
- Account: Account number or name pulled from the user-defined Accounts select list. Required field.
- Details: Description of the expense transaction.
- Vendor: Vendor name pulled from the user-defined Company list.
- Amount: Total expense amount (must be numeric). Required field.
- Cleared: Indicates whether the transaction has been cleared in the books.
- Memo: Additional notes or details about the transaction.
Conclusion
The Expenses section provides a structured way to record and track financial transactions, ensuring accurate expense reporting. Users can manually enter expenses or use the Auto Expenses workflow for automation. For further assistance, refer to related articles or contact support.