Entering an Expense Record

To enter a new record in the Expense register, first open the 'Expenses: Browse' as described here and select 'New' from the Create menu (Windows/Mac OS X) or from the + menu (iOS/Android). You can also use the Ctrl-N (Windows) or ⌘-N (Mac OS X) keyboard shortcuts. Alternatively, highlight an Expense record similar to the one you want to enter and select 'Duplicate' from the same menu. If you don't want to open the 'Expenses: Browse' window before creating a new record, you can also use the + menu in the Navigation Centre (all platforms).

The 'Expense: New' window will be opened, empty if you selected 'New' or containing a duplicate of the highlighted Expense record.

Since the amount of information stored about each Expense record will not fit on a single screen, the Expense window has been divided into three cards. At the top of each is the header. This contains the Expense Number, Dates, the Signature and Name of the Person submitting the expense claim, the Signature of the Signer, the Currency and the OK check box. There are three named buttons ('tabs') in the header.

By clicking the tabs you can navigate between cards. The header is always visible, as a reminder of the Person and date of the Expense claim you are working with.

If you are using iOS or Android, there will only be two tabs, marked 'Items' and 'Details'. 'Items' is the equivalent of the 'Cost' card in Windows and Mac OS X. If you tap 'Details', you will see every card except 'Items' arranged vertically on screen. You can scroll down to see each one, or you can jump to any card by tapping on any tab and selecting the tab you want to go to.

Complete the Expense record as appropriate and as described on the pages listed below describing each card, then save it using the [Save] button (Windows/Mac OS X) or by tapping √. The window title will change from 'Expense: New' to 'Expense: Inspect'. You must save all changes you have made before you can print an Expense record or send it by email.

Please follow the links below for details about each card in the Expense record:


The Expense register in Standard ERP:

Go back to: