Skip to main content
View our latest release notes here

Search

Posting an Expense

EJ Gray
  • Updated

  1. From the home ribbon select ‘Record Expense’
  2. Select the client/matter to be debited, date and expense type (from the drop down menu)
  3. If a unit price has already been set for that expense type it will automatically appear in the unit price field, otherwise type in the expense amount manually
  4. Enter the quantity (if more than one, the unit price will calculate automatically to reflect the total amount to be charged)
  5. Tax type will automatically default to the current GST standard rate – but you can use the drop down to change if applicable to exempt or zero rated
  6. Enter the reference and narration if required (in some cases these fields will auto fill)
  7. Click ‘Save & New’ to save record and stay in this screen for further postings
  8. ‘Save & Close’ to save the record and close out of the expense screen
  9. ‘Cancel’ to exit expense posting screen and abandon the posting