Expenses

Used to add and edit expense transactions as part of the General Ledger table.

Expenses can be added manually or using the Auto Expenses workflow.

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Navigation Menu

Main Menu > Financial > Expenses

Applies To:    Enterprise    Plus    Basic

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Operation

To Add an Expense

1. Click the New button.

2. Enter a course code.

3. Click the Transaction Tab.

4. Enter all the necessary account information.

5. Click OK to close and save.

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Field Details

• Account: Number or name pulled from the user-defined Accounts select list. Required field.

• Details: Details about Expense transaction.

• Vendor: Vendor name pulled from the user-defined Company list.

• Amount: Amount of expense. Must be a numeric value. Required field.

• Cleared: Has the transaction entry cleared the books?

• Memo: Additional information regarding expense transactions.

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