Expense view

This view allows you to enter expenses in a detailed format with the ability to view and print reports based on the expense information you enter. All expenses entered are saved in this view. From this view, you can add, edit and delete expense entries quickly and easily. It shows detailed expense entries for any date range.

To enter an expense:

1. Select View, Expenses from the menu (or click $image\actexpenseico.jpg$ on the side shortcut bar).

2. Click the Add button. $image\ebx_-1669387796.jpg$

Tip: Required fields in Track-IT light will appear with an asterisk (*) to the left of the field name and must be filled in.

$image\addexp.jpg$

3. Select the expense entry Date from the drop-down calendar.

4. Select the Project for the Expense from the drop-down list.

5. Select the Expense Category.

6. Enter the Purchase Order number.

7. Enter the Reference Number for the expense.

8. Enter the Amount for the expense. (Select the Convert button next to the Amount field to quickly convert between currencies)

9. Select Request Reimbursement if you wish to be reimbursed for this expense.

10. Select Billable if the expense is billable. The default setting displayed for the Billable checkbox will change depending on the project selected. The default setting for each project is configured at the project structure level and can only be modified by the project manager using Track-IT pro or Track-IT pro web.

11. Enter the Markup Percent for the expense. The Markup Percent is multiplied by the Amount and added to the Fixed Amount to determine the Client Cost. Example: "(Amount * Markup) + Fixed Amount"

12. Enter the Fixed Amount if necessary. The Markup Percent is multiplied by the Amount and added to the Fixed Amount to determine the Client Cost. Example: "(Amount * Markup) + Fixed Amount"

13. Enter the Value Added Tax 1 and Value Added Tax 2 for your location if required.

14. Enter a Description if necessary.

15. Click the Custom Fields button and enter any necessary custom field information.

16. Click OK when done.

To edit expense entries:

1. Select the row in the expense list.

Ü You can use the buttons on the toolbar to quickly move to the first $image\first.jpg$ , next $image\next.jpg$ , previous $image\previous.jpg$ or last $image\last.jpg$ row.

2. Click the Edit button $image\edit.jpg$ (or double-click any row).

3. Make any necessary changes to the expense information.

4. Click OK when done.

To delete Expense entries:

1. Select the row in the expense list.

Ü You can use the buttons on the toolbar to quickly move to the first $image\first.jpg$ , next $image\next.jpg$ , previous $image\previous.jpg$ or last $image\last.jpg$ row.

2. Click $image\delete.jpg$ to delete the highlighted row.