• Overview
• Posting a Time entry
• Printing time sheets
• Modifying or deleting time entries
• Posting an Expense entry
• Printing expenses
• Modifying or deleting expense entries
• Writing off outstanding time or expenses
• Transferring blocks of time between clients
• Transfering time and expenses from one client to another
• Time and Expense properties and options

Posting an Expense entry

Staff members can record expenses by posting expense entries.

Note: For Time users with Cloud Integration enabled, this operation can also be performed from CaseWare Cloud.>>Quick Reference

Prerequisites

 With Protection activated, you require the following right in the file

In the Process category:

• Expense: Own
• Expense: Assigned
• Expense: All

Procedure

1. Access the process expenses dialog through the menu Process | Expenses.

2. Specify the Staff No. or select it using the drop down list.

   Note: When protection is ON then this list displays the ID of the user logged in by default. If the user is restricted to only their own entries, then this field is grayed out and can't be changed.

3. Select whether to View Day or View Date Range. The default selection is made in the Company Profile. If this is not applicable for this entry, use the radio buttons and the calender to change to the appropriate date or date range.



4. Complete the mandatory fields including:

   • The Work Code, where:

     • Billable work codes, require a Client be specified.
     • Non-billable work codes, do not require a client selection.
   • The remaining fields are optional.

   For additional information, see >>Quick Reference.

   

Results

Your expense entry for the selected staff member has been entered.

Related Topics

• Using abbreviations versus full descriptions for work and billing codes
• Printing expenses