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Time - Adding an Expense from the Time Entry Profile

Expenses can be added from the Expenses group item as well as from the Time Entry Profile.

Adding an Expense from the Time Entry Profile

Adding Expenses from the Time Entry Profile is the preferred method of entering Expenses.

To add an Expense from the Time Entry Profile, complete the following steps:

  1. Expand the Module Menu in netFORUM.
  2. Click the Time hyperlink to launch the Time module.
  3. Hover over the Time Entry group item to expand the Time Entry fly-out menu.
  4. Click the Time Entry Profile link to open your Time Entry Profile.
  5. Click the add expense icon located in the Action Bar on the Time Entry Profile.

    This will open the Add - Expense pop-up window.

  6. The login name defaults to the name of the user whose Time Entry Profile is being accessed.
  7. Expand the project drop-down menu to select the Project that this Expense is related to.
  8. Expand the project task drop-down menu and select the Project Task for this Expense.
  9. Click the calendar icon to open the date-picker and click the date the Expense was incurred. You may also manually enter the date in this field.
  10. Enter the cost for the Expense in the amount field.
  11. Expand the type drop-down menu and select the type of Expense being entered.
  12. Expand the pay method drop-down menu and select the method of payment that was used for this Expense.
  13. Click the charge checkbox if this Expense is to be charged.
  14. Click the Save button.

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.

Expenses can also be viewed by expanding the child forms found on the Expenses tab on the Time Entry Profile.

Managing an Expense from the Time Entry Profile

Expand the expenses child form to view a list of all Expenses for this profile.

Click the Edit icon next to the Expense you wish to modify. This will open the Edit - My Expense pop-up window where you can make the desired changes.

Click the Delete icon next to an Expense on the expenses child form to delete that expense.