Basic Receipt
This screen is used to enter a simple receipt-expense for reimbursement and/or accounting. These are the fields and links that are used to enter information:
Receipt Date: - (required) Enter the date from the receipt is effective. For expense without a physical receipt, enter the date the expense was incurred.
Amount: - (required) Enter the receipt/expense amount here. When a foreign currency is used, this field is protected and entry occurs via the Foreign Amount field.
Expense Type: (list) - (required) Select the most appropriate expense type for this expense/
Merchant: (list) - Select the merchant with which the transaction took place. To add merchants to your list, use the New Merchant link. Although optional, some expense types require a merchant be present.
Comment: - Enter any explanation for the expense here. If no explanation beyond the trip purpose is called for, leave this field blank. Although optional, some expense types require an explanation in the comment be present.
Attendee List (link) - Use this link to access the Attendee list screens. Although filling out attendees is usual optional, some expense type, such as entertainment, require that the attendee list be completed.
Purpose: (list) - (required) Select the purpose form your report to which you want to tie this expense.
Billable: (list) - If this field is present, select either 'Yes' if the expense is billable to the client or project specified in the purpose or 'No' if not billable. Some installations do not include this field.
The screen also contains the following links and buttons to assist in entering information:
calendar
- This link will pop-up a calendar. Any date that you select by clicking on it will
be entered into the associated date field. The single arrows will move the calendar
one month while the double arrows move the calendar a year.
New Merchant (link) - This link is used to add a Merchant to the Merchant list and to your personal database.
Update report with this receipt (button) - (required) After you have entered all the information required to describe thisreceipt-expense, click this button to add this information to the report you are creating or editing. If you exit this screen without using this button, the information you provided will not be added to the report and will be lost.
Return to report display (link) - Use this link if you wish to abandon data entry and return to the report display without saving any of the information you may have added or changed.