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Expenses Page - Adding and Editing Expenses

To open the Add Expense dialogue box, click on the Add Expense Button to the top right of the Expense List.

To edit an existing Expense, click on an Expense in the Expense List.

 

Adding a New Expense/Editing an Existing Expense:

The Add New Expense and Edit Expense dialogue boxes have the same information fields available for adjustment. This article will explain the Add New Expense and Edit Expense dialogue boxes simultaneously.

The Add New Expense and Edit Expense dialogue boxes are comprised of four information fields:

- The Select Client drop-down list

- The Date of Expense field

- The Amount field

- The Notes field

 

Select Client:

The Select Client field uses a drop-down list for the purposes of assigning a saved Client to the Expense.

To select a Client, click on the Client List Button. The Client List Button will either display the "Select Client" placeholder (if you are creating a new Expense) or the name of the Client currently assigned to the Expense (if you are editing an existing Expense.) Then click on the name of the Client which you wish to assign the Expense to.

An Expense must have a Client assigned to it, it cannot be saved if the Select Client placeholder is still selected.

 

Date of Expense:

The Date of Expense field uses a calendar interface to select the Time and Date for the Expense.

To adjust the Month, click on the Month List Button. A list of the Months will drop down, click on the name of a Month to select it. Changing the Month will also automatically change the Calendar, to represent the correct days and dates of that month.

To change the Year, click on the year text field and enter the Year you wish to set for the Expense. Changing the Year will also automatically change the Calendar, to represent the correct days and dates of the Month for that Year.

To select a Date for the Expense, click on one of the Dates in the Calendar. The Calendar will change based on the Month and Year you have set.

To adjust the Time of Day, click on either the Hour (left) or Minute (right) field and enter the Time you wish to set for the Expense.

 

Amount:

The Amount field is where you set the amount which you wish to charge the Client for the Expense.

To set the Amount click on the text field.

 

Notes:

The Notes field is where any information pertaining to the Expense should be entered.

Expenses are generally things that were ancillary to your consultation or services, such as Travel. The Note for an Expense can be as detailed or as simplified as is necessary to communicate the Expense to your Client.

To adjust the Note for an Expense, click on the text field.

 

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