Actual Expenses

All actual expenses entered are stored here. Any expenses created in timesheet entry tools are also displayed in this view. An expense can be allocated to multiple projects with different allocation ratios. If an expense is just for one project, then only one allocation is necessary.

Project Expenses view uses actual expenses to calculate the actual expenses of one entry. To add or edit a project expense, go to the Project Expenses view in the Projects category.

How to use this view:

In the main tool bar, you can use the actions of Prior Span, Next Span to navigate different date range, and use Refresh action to refresh showing data. In the tool bar, you can clone, add or delete items. In the table part, you can select any item, and edit item with the popup menu.

Field Description Table

Field

Description
* Subject The subject of the expense.
* User The user who associated with this expense. To add or edit user, go to the User view in the User category of Easy Tracker Pro.
* 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, then the system assumes this expense just happened in one day.
* End Date The end date the expense happened. Start date and end date determine the period of the expense happened. If the end date is empty, then the system assumes this expense just happened in one day.
* Amount The total amount of the expense.
Category The expense category. To add or edit expense category, go to the Expense Categories view in the Advanced category of Easy Tracker Pro.
Invoice No Invoice number of the expense.
Place The place the expense happened. To add or edit place, go to the Places view in the Projects category of Easy Tracker Pro.
Batch No Batch number of the expense, 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.
Description The simple description of the expense (up to 255 Characters)
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.
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
Tax A Value added Tax A for the expense.
Tax B Value added Tax B for the expense.

To clone expenses:

  1. Click Projects -> Expenses(or My Projects -> Expenses Tracker in Easy Tracker Lite) button on the left side shortcut bar, select the task you want to clone, then click the Clone button (Click the Clone button on the pop menu; click the Clone button on the top toolbar)
  2. Modify if necessary, after modify, click the Save button.

To add expenses:

  1. Click Projects -> Expenses(or My Projects -> Expenses Tracker in Easy Tracker Lite) button on the left side shortcut bar, Click the Add button (Click the Add button on the pop menu; Click the Add button on the top toolbar)
  2. Enter a unique expense's Subject (up to 255 characters).

To modify or delete expenses:

  1. Click Projects -> Expenses(or My Projects -> Expenses Tracker in Easy Tracker Lite) button on the left side shortcut bar.
  2. Choose the Expenses from the list on the right side.
  3. Modify if necessary, after modify, click the Save button.
  4. Delete if necessary, click the Delete button.

Hints:

The field marked with * is a must field. When add a new entry, you need fill something in these fields.
Table View integrates a lot of buttons for easy operation, click here to learn them.
Clone can easy of entry item. Just select an item, use the action of Clone to clone, and create a new entry with the same settings.
Switch to the appropriate tab to add Notes, Phones and Addresses.

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