Entering Expenses against a Job

Previous Lesson: Add a Supplier

 

In order to access the Purchasing Module, you will need to click on ‘Purchasing’ in the top right corner of your screen.



The Purchasing system will then appear, giving you new navigation and search options.

Entering expenses against jobs

Entering expenses against job is easy, simply search for the customer or job and bring up the job details screen.  Click on ‘Job Costing' tab.


You will then be able to click on the icon next to ‘Expenses’.  This will display a form that allows you to easily add expenses against the job.

 

Select the supplier, type dropdowns, description, invoice number and amount.


 How do I create purchase orders?
Creating a purchase order is actually nearly identical to creating a job costing, however instead of typing in an invoice number simply leave this field blank.  Once you’ve saved the record the system will give you the ability to print out a PDF purchase order.

 

Next Lesson: Add a General Expense

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