Expenses can be grouped by one or more common attributes, which can be recorded in the profile or be external to the system. An expense can be a member of one or multiple groups. The Group button will bring up the Expense Groups screen. Here you can create new groups or edit existing groups. Expenses can be grouped in any manner. If you have many employees, projects, activities, and expenses, this tool can greatly simplify reporting, creation of budgets and fee schedules.
Groups can be a very effective device for managing your business and enhancing BillQuick Online. Grouping can be done for projects, clients, activity Codes, and expense codes. Many BillQuick Online screens allow you to filter data by groups.
The following are descriptions for each field on the Expense Groups screen:
Include All:
Selecting this check box option includes all the Expense codes in this group. In addition, if this check box is left selected, any new expense codes that are added to the database automatically are added to the selected group.
Expense Groups:
ID of the expense group. Select one from the drop-down list.
Name:
Name or description of the expense group.
Inactive:
Select this option, to make the selected group as inactive. Inactive groups will not appear in the time and expense entry screens, nor will they be figuring in Project Control and Employee Control screens.
Available/Assigned Items:
Available expenses are in the left list box, and selected or included expenses are in the right one. Arrowhead buttons between the lists move selected expenses back and forth.
BillQuick Online automatically creates a group ALL which includes all the expense codes that are in the list, and is automatically updated when any expense code is deleted or added.
Help:
Opens the BillQuick Online Help in the Expense Groups section.
Print:
Opens a report in the Report Viewer, where you can preview and print the report.
Delete:
You can delete an entire expense group by selecting the expense Group ID and then clicking Delete.
Save:
After you have completed entering or modifying expense groups, click Save to update the information.
New:
Click to open the New Expense Group screen wherein you can add a new Expense group to the BillQuick Online.
Return:
Closes the Expense Group screen. Remember to click Save before closing.