Recording Expenses-Expense Book & Task Board

Expense Log:

There are two ways to record expenses one is from the expense book and other is from taskboard

New expenses can be logged against a particular task. This can be done by clicking on Customer Name in the Task menu and creating new expense log against a particular task.

1.To Create a new expense from expense book

• SELECT EXPENSES FROM MAIN MENU

• CLICK ON EXPENSE BOOK

• NAVIGATE TO CLICK NEW EXPENSE

• SELECT A CUSTOMER FROM THE DROP DOWN-ALL THE TASK OF THAT CLIENT WILL APPEAR IN THE LIST

• CLICK ON ADD EXPENSE AGAINST THE SPECIFIC TASK

•    Mention the expense type-Goverment/Non Government(Non Government expense will attract gst while billing)

•    Type the Expense Title, Amount and Description and Date

•    Provide Attachment if any

  A Sample expense log format is as shown below:

  

  You can Export the excel file for detailed view.

Manager/Partner/Admin/HR has the right to approve and reject the expenses against specific task.

Note-Only approved expenses will appear in the billing section.

Expenses created can be edited and deleted.

You can view expenses data in log for this you need to navigate: Task ----> Customer name/Task ID  ---> in the pop up go to Expense tab as shown in below screen:

2.To Create a new expense from Taskboard

This is the second way to record expenses while resource is updating the task, expenses can be tagged from the task board itself.

• Navigate to Task board-(Birds Eye View/List View)

• Click on the highlighted part-Customer name/Task ID

  Birds Eye View

  

  LIST VIEW

The following pop up will appear- Click on Expenses-Add new Expense

Fill up all the expense details like type, description, amount etc as shown in the pop up below and click on save.