Once an expense has been added, there are several actions within the system that may be performed. Navigate to Accounting, and then click Expenses to get started.
Edit an Expense
- Locate the expense and then click the pencil icon.
- Enter the applicable information and then click Edit Expense Entry.
Delete an Expense
- Locate the expense and then click the trashcan icon.
- Click Delete in the Delete Expense pop-up.
Copy an Expense
- Locate the expense and then click the copy icon.
- Make any necessary changes and then click Add Expense.
Post an Expense
- Locate the expense and then click Post.
- To post expenses in batch, check the boxes for each expense, and then click Post # Expense(s).
- To post expenses in batch, check the boxes for each expense, and then click Post # Expense(s).
Unpost an Expense
- Locate the expense and then click Unpost.