This page is reached from the Expenses screen by selecting an expense, the Add New Expense Report screen by selecting Add Expenses or from this screen itself by selecting Add Another. This screen allows you to view, edit and save an expense.
Buttons
- Expenses – Return to the Expenses screen without saving changes
- Done – Save changes
- Delete – If the expense item is still in draft status you will have the option to delete it
- Add Another – Create a new expense item by copying over the information from the current expense 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.