Time - Expense

Expenses are costs that are generally associated to a specific project. When adding an expense you will have the option to assign a specific project and a specific expense type.

Adding an Expense

Expenses can be added from the Expense group item or from the Time Entry Profile.

Adding an Expense from the Expenses Group Item

To add a new Expense, complete the following steps:

Expand the Module Menu.
Click the Time link to open the Time module.
Hover over the Expense tab to expand the Expense fly-out menu.
Click the Add Expense link to open the Add - Expense page.

Complete the following fields on the Add - Expense page.

Field Name	Required?	Description
date	Optional	Click the calendar icon to expand the date-picker and choose the date the expense occurred. You can also manually enter the date for the expense in the date field.
staff	Required	While not bold, this field will automatically default to the netFORUM username of the user entering the new expense. This field is read only.
expense amount	Required	Enter the amount of the expense being created in the expense amount field.
expense type	Optional	Expand the expense type drop-down menu and choose the type of expense being created.
expense category	Optional	Expand the expense category drop-down menu and choose the category for the expense being created.
paid by	Optional	Expand the paid by drop-down menu and choose who will be responsible for paying this expense.
paid method	Optional	Expand the paid method drop-down menu and select the method of payment for this expense.
paid date	Optional	Click the calendar icon to expand the date-picker and choose the date the expense will be (or was) paid. You can also manually enter the date for the expense in the date paid field.
description	Optional	Enter a description for the expense in the description field.
decline notes	Optional	If the expense is denied, you may enter a short description of the denial in the decline notes field.
project	Optional	Expand the project drop-down and select the project this expense is associated with.
project task	Optional	Expand the project task drop-down menu and select the specific task within the project this expense is associated with.

Click the Save button.

Adding an Expense from the Time Entry Profile

Please view the Adding an Expense from the Time Entry Profile help topic for complete details on adding an Expense from the Time Entry Profile.

Finding an Expense

Use the standard Find and List options available under each group item in the Time module to find the object you are searching for.

Managing Expenses

Edit an Expense

To edit an expense, complete the following steps:

Hover over the Expense group item to expand the Expense fly-out menu.
Click the find or list option to locate the Expense you wish to edit.
Open the Expense by clicking the Goto icon to open the Edit - Expense page.
Make the desired changes to the Expense.
Click the Save button.