Entering expenses

You can add labor, material, and miscellaneous entries based on the work you do for an appointment.

For a newly entered material transaction, most required fields default to ease the data entry process. The only additional required values are the Item number (which can be scanned using the barcode scanning feature) and the Unit of Measure. When the description is left blank, it is populated in the back office from the item master.

  1. Open the Appointment Details form.
  2. Select Labors, Materials, or Expenses.
  3. Tap the + button to add a new expense.
  4. Select Actual or Planned.
  5. Specify the relevant information. Optionally, add notes.
  6. Tap Done.
Note: If you are entering a field purchase and made a purchase over your spending limit, a message is displayed stating that a purchase order requisition will be created because you are over your limit. You can view this requisition on the Requisitions form.