Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Expenses – Return to the Expenses screen without saving changes
  • Done – Save changes
  • Delete – If the cost card is still in draft status you will have the option to delete it
  • Add Another – Create a new cost card expense item by copying over the information from the current cost cardexpense item. All information except for the description field and cost amount will be copied.
Fields
  • Description – Description of the expense
  • Date – Select the date field to display a quick select calendar. Today's date is shown in yellow.
    
  • Type – The expense type
  • Location – Location of expense
  • Currency – choose the expense currency. If you choose a currency other than the default you will be presented with the following screen where you can specify the exchange rate.
    
  • Do not charge client – Check this box to flag the expense as non-billable to the client.
  • Project – The project this expense will be charged against
  • (non-company-paid) – Use the drop down menu to select the appropriate vendor. For example, if this expense was paid with a company American Express credit card select 'American Express'.
  • Instructions – Specific instructions relating to the selected expense type may appear here if available.