Add / Edit Expense Entry

In the dialog of Add / Edit Expense Entry, fill in necessary fields of the entry.

An expense should belong to at least one project. If one expense belongs to multi-projects, you can divide the expense into multi-parts, and add them one by one to Expense Tracker.

Field Description Table

Field

Description

*Subject The subject of the expense (up to 255 characters).
*Project Project the expense belongs to. You can select one project from the existing project list or enter a new project.
*Start Date The start date the expense happened. Start date and end date determine the period of the expense happened. If the end date is empty, the system assumes this expense just happened in one day.
*End Date The end date the expense happened.
*Amount The total amount of the expense.
Place The place the expense happened. You can select one place from the place list or enter a new place.

To add or edit place, go to the Places view in the Projects category of Easy Tracker Pro.

Category The expense category. You can select one category from the category list or enter a new category.

To add or edit expense category, go to the Expense Categories view in the Advanced category of Easy Tracker Pro.

Invoice Number Invoice number of the expense
Batch Number Batch number of the expense or reference number, for quick reference.
Paid By Payment method.
Reimbursable Whether you wish to be reimbursed for the expense in question.
Reimbursed Whether the expense has been reimbursed.
Billable Whether this expense will charge to client.
Billed Whether the expense has been charged to the client.
Client Cost Total cost will charge to client. Client Cost = Amount * (1 + Markup / 100) + Fixed Amount
Markup (%) The Markup percentage for the expense. Client Cost = Amount * (1 + Markup / 100) + Fixed Amount
Fixed Amount The fixed amount for the expense. Client Cost = Amount * (1 + Markup / 100) + Fixed Amount
Value-Added Tax A Value added Tax for the expense.
Value-Added Tax B Value added Tax for the expense.
Description Simple description about this expense (up to 255 Characters)

Hint

The fields marked with * are required fields, which must be filled in when adding a new entry.

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Learn more about Expense Tracker
Add and edit places
Add and edit expense categories

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