Adding an expense of type Gifts: Customers

The expense incurred on gifting a customer.

To add the Gifts: Customers expense type:

  1. Click an expense report document on the My Documents tab.
  2. Click Out of Pocket. The Expenses Types window is displayed.
  3. Click the Gifts: Customers expense type.
  4. Specify this information:
    Date
    The date on which the expense report is created. You can also select a date by clicking .
    Amount
    The expense amount. You can specify the amount by clicking .
    Currency
    The currency in which the amount is paid.
    Establishment
    The name of the organization. You can also add a new establishment by clicking .
    Purpose
    The purpose of the gift.
    Description
    The description of the expense.
  5. Click Save.