Action: Edit, View or Print an Expense

Action: Edit, View or Print an Expense

Need to review an Expense? Perhaps you are looking to print a copy for your files? Individual Expenses can be accessed from your Expense Management Table.
Qic-Tip
To edit an Expense the Expense must be in Draft mode. To change an Unpaid Expense to edit mode click on the More button, then click Revert to Draft.
Navigation
Click on   Business   from the main menu, then click on   Expenses . Click on the Expense ID to open that expense .

View an Expense


A     Account Details:  Shows  Organisation  details that the purchase order was created for.
B     Invoice To:   Details of where to Supplier should send their invoice for processing.
C     Creation Details: Expense type, name of person who created the expense, creation date and Job expense is assigned to.   Click on the   job number   hyperlink to view job details.
D     Control Buttons  : Click respective icons to print, export to pdf or mail direct to Supplier, and More button.
More Button explained!
Clone  - Click to copy this expense.
Mark as Cancelled  - Click to cancel this Expense. All costs will be removed from all financial reports.
Revert to Draft  - Click to revert to draft to allow for editing.

E      Expense ID: Shows Expense ID and Reference numbers.  
F      Supplier Details: Contact and address details for Supplier.
G      Additional Expense Details: Currency, expense date and payment due date.
H      Expense Item Details: List view of all items on this expense including description, quantity ordered, received and outstanding, unit cost and item cost.
I      Expense Totals: Subtotal, GST and Order Total as well as the value of Bills and Credits received to date.

Edit an Expense

1. Navigate to the Expense Management Table and click on the Expense ID that you wish to edit.
2. Make sure the Expense is in Draft Status. Then click on Edit from the Actions Menu or click on the Edit icon     on page right.
3. Your Expense is now ready to be edited.
Don't forget to click  Save  to save your changes. 
 
1. Navigate to the Expense Management Table and click on the  Expense ID  that you wish to edit.
2. Then click on Print icon   on page right

For information about what an Expense  is see:  E xpense
For information about how to create an Expense see:  Action:  Create Expense
For details about how to create a Delivery Docket see:  Action: Create a Delivery Docket for an Expense 
For deails on how to create a Credit Note for an Expense see:  Action Create a Credit Note for Expense


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