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Adding Expense Entries

Use the Expense sheet to record or keep track of your project related expenses.

To add expenses to the Expense Sheet:

1. Click on Expenses in the View Sheets tab to open your Expense Sheet.

   

   In this view you get to see 5, 7 or 10 days at a time (depending on how you have set up the timesheet view).

   Tip: Use the Sheets View Criteria screen to configure the view of the timesheet. (See Configuring the Timesheet and Expense Sheet View for more information.)

   
   

2. Click on a cell and then click on the Add Expense Entry button, to open the Expense Entry dialog box.

   

3. Select an expense item in the Task Elements panel.

   Note: When you select an expense item, Office Timesheets will display the description, price, markup/markdown rate and tax rate for the item, if you have specified these details while defining the Expense Item. (See Adding an Expense Item for more details about defining expense items.)

   
   

4. Enter the details of the expense entry in the Expense Entry panel.

   Tip: You can change the values that Office Timesheets has displayed in these fields. For example, if the price of the item is different from that which Office Timesheets has displayed, you can type in the new price. The value you type here will not affect the value that has been specified for the item in the Manage Expense screen. (See Adding an Expense Item for more information on Adding Expense Item entries).

   
   

5. Make other selections in the Approval Process and Status Fields panels.

   Tip: These items will only be visible if the Security Policy assigned to your account permits you to make these entries. (See Controlling Access with Security Policies for more information.)

   
   

6. Click the Notes button to display the Notes panel.

   

7. Type any notes or comments about the expense entry.

8. Click on the Save & Close button to save the entry and close the Expense Entry dialog box.

   OR

   Click on the Cancel button to return to the expense sheet without saving the entry.

See also