Projects

Projects - Expenses

If you cannot log expenses due the message, 'No Items to select from', then expenses haven't been set up yet. Refer to Expense Allocation and Setup.

Ribbon Access: Maintenance/ Projects   >   Projects

The Project Listing screen will be displayed.

• Select the site.
• In this image Durban has been selected.

• Click on the row selector in front of the project that you wish to add expenses to.
• Click on the Work Orders tile.

The Work Orders for Project Ref [] listing screen will be displayed.

• Click on the row selector in front of the Work Order you wish to allocate expenses to.
• Click on the Expenses tile.

The Expense Claims for Work Order Code [ ] listing screen will be displayed.

• Click on Add.

The Expense Entry screen will be displayed.

• Work Order:  This will auto populate with the Work Order you initially selected.
• Employee:   Click on the drop-down arrow and select the employee from the menu.
• Expense Date:  This will default to the current date, click on the drop-down arrow and use the calendar function to change the date if required.
• Type:  Click on the drop-down arrow and select the type of expense from the menu.
• Detailed Description:  Type in a description for this expense.
• Source Reference:  Type in the reference number of the receipt if available.
• Source Available: Select if the receipt is available.
• Amount:  Type in the total amount of the expense.
• Billable:  Select this option if the service is billable. This will be set to billable by default, unless the service is linked to the contract as an inclusion.

• When you have finished adding the details, click on Save.

• An Expense Processing message box will pop up informing you that;
• Expense Claim on WO: [ ] complete.
• Click on OK.

• You will return to the Expense Claims for WO Code [ ] listing screen where you can now view the added expense claim.