Content Comparison

**Insert blurb**

1	Go to the Expense menu, then click Expense Entry

Image Removed

Image Added
2	Confirm the Period and Date for the entry are correct – change if necessary.
3	Choose the Supplier from the dropdown list. Ensure that it is the Supplier which has the payment details entered.
4	If the supplier is not in the list, click the + to the right of the Suppler field, which will allow you to create a new Supplier. Enter the Suppliers Surname/Business Name and Given Name in the relevant fields. Click Create and this new Supplier will be available in the list for the next expense entry. For help on editing Supplier information, see Clients
5	Enter the Amount Payable.
6	Enter the Due Date. Enter the Invoice/Ref No. Enter Details of the payment.
7	Select the Account you wish to allocate funds too.
8	In the Allocate field, enter the amount relevant to the account (including GST).
9	Ensure that the Tax Category is correct and the Tax Amount is equal to the GST on the tax invoice (correct the tax amount to match the invoice if necessary).
10	Add any specific Allocation Details if required.
	If the Expense Entry screen is incomplete when you click Next Entry, you will see a pop-up prompt to advise of any incorrectly formatted or missing data. Correct as necessary and click Next Entry again.
11	If the amount is to be split into more than one account, proceed to add amounts using the Image Modified button until the total amount has been allocated.

Image Removed

Image Added
12	If you click Allocate unintentionally, or over-allocate the amount, click on the line, which will be highlighted in orange, then click on the Image Modifiedbutton to remove the line. If you wish to delete all data in the fields on the screen and begin your entry again, click on Cancel.
13	When the Yet to be allocated field in the bottom left hand corner of the screen is $0.00, click Save & New (or click the arrow on the Save & New button to change it to Save) to save the data and enter a new expense entry, or Pay to make the payment immediately. If the Receipt Entry screen is incomplete when you click Save & New, you will see an error message to advise of any incorrectly entered or missing data. Correct as necessary and click Save & New again.
14	~~If you click Allocate unintentionally, or over allocate, you may click on the line, which will border in yellow, then click on the Unallocate button to remove the line.~~ ~~If you wish to delete all data in the fields on the screen and begin your entry again, click on Cancel.~~
15	After saving the Expense Entry, a blank Expense Entry screen will appear ready for more information to be entered.

Versions Compared