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.