How Do I Record Expenses in Simple Expense Log?

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Simple Expense Log presents an easy-to-use expense sheet for recording expenses on a weekly basis. The following information provides both basic and advanced instructions for managing entries on the Simple Expense Log screen.

 

Basic Entry

To enter expenses:

 

  1. Open Simple Expense Log from the Expense menu.
  2. You can choose to enter expenses in the View By: Employee or Vendor mode. Employee is the default selection when you open this screen, so stay in this view for now.
  3. Select an Employee (or vendor) from the list.
  4. Enter or select a date in the ‘Period Including’ field.
  5. Choose either Amount or Units option, depending upon how you prefer to enter expenses.

    BillQuick Online calculates the Cost Amount based on the expense code value, while assigning a value of one to the units. If the Cost Amount is zero in the Expense screen and you are entering units, then upon save, SEL switches to Amount mode and warns you about the zero-cost items.
  6. In the grid, select the desired Project ID. Tab or click to move to the next field.
  7. Enter or select the Expense ID from the list. BillQuick Online brings forward the Description from the Expense screen; however, you can edit it here.
  8. Next, enter the expenses in units or amounts in the appropriate day/date cells. This will depend on which option you have selected above.

    Weekend dates display only if you turn that option on in the Preferences-Time & Expense screen.
  9. Click Save.

 

Advanced Entry

To add or view additional information:

 

  1. On the Simple Expense Log screen, click Options and check ‘View by Project Name’ if you prefer to view the projects in the grid by their names instead of IDs.

  2. Check the Filters On/Off option to apply filters to the SEL lists.

  3. Check the Show More option to see the expense entry status on the Memo panel, such as Billable, Reimbursable, etc.

  4. Select the Show Totals option to see the totals for the billable units, billable amount, cost amount and so on.

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