{"componentChunkName":"component---node-modules-csam-gatsby-theme-guides-src-templates-documentation-js","path":"/docs/ug504/","webpackCompilationHash":"9887d4de5ab7489123d8","result":{"data":{"allFile":{"edges":[{"node":{"name":"ug504","childMarkdownRemark":{"html":"<p>Users have the ability to add records into the system relating to expenses which can be marked as chargeable and will show on the Invoice.</p>\n<h2>Locate the Expenses Dataset</h2>\n<ol>\n<li>Select the <strong>Operations</strong> category from the menu then <strong>Expenses</strong>.</li>\n</ol>\n<p><img src=\"/img//hr/ug504/ug504-001.png\" alt=\"Expenses Dataset\"></p>\n<ol start=\"2\">\n<li>Select <strong>New Record>Expenses</strong> or hit <strong>Insert</strong> on your keyboard to create a new record.</li>\n</ol>\n<blockquote>\n<p><strong>Note:</strong> You can also add an Expenses record in via a Job Number within the Job Details dataset.</p>\n</blockquote>\n<ol start=\"3\">\n<li>Fill in the relevant fields.</li>\n</ol>\n<blockquote>\n<p><strong>Note:</strong> (Pink = System Generated, Blue = Mandatory):</p>\n</blockquote>\n<p><img src=\"/img//hr/ug504/ug504-002.png\" alt=\"New Expenses\"></p>\n<table>\n<thead>\n<tr>\n<th>Field</th>\n<th>Description</th>\n</tr>\n</thead>\n<tbody>\n<tr>\n<td>Personnel Name</td>\n<td>Enter/Select the name of the employee receiving the expenses</td>\n</tr>\n<tr>\n<td>Date Received</td>\n<td>Automatically defaulted to today’s date, can be changed</td>\n</tr>\n<tr>\n<td>Job Number</td>\n<td>Enter or use the binoculars to look up a Job Number if required</td>\n</tr>\n<tr>\n<td>Work Site</td>\n<td>This field can be defaulted from the Job Number if entered or manually entered</td>\n</tr>\n<tr>\n<td><strong>Expenses (Hdr)</strong></td>\n<td></td>\n</tr>\n<tr>\n<td>Charge Type</td>\n<td>Select the relevant charge type or add a new one if required</td>\n</tr>\n<tr>\n<td>Detail</td>\n<td>Text field to contain information regarding the expense record</td>\n</tr>\n<tr>\n<td>Purchase Currency</td>\n<td>Select the relevant currency</td>\n</tr>\n<tr>\n<td>Qty</td>\n<td>Enter the relevant value</td>\n</tr>\n<tr>\n<td>Unit Cost PC</td>\n<td>Enter the unit purchase cost</td>\n</tr>\n<tr>\n<td>Notes</td>\n<td>Text field for additional notes</td>\n</tr>\n<tr>\n<td>Chargeable (Tickbox)</td>\n<td>If this tickbox is enabled, the record, when approved will appear on the Invoice</td>\n</tr>\n<tr>\n<td>Revenue Rate PC</td>\n<td>Enter the value you wish to show on the Invoice (If this field is blank it will not appear on the Invoice)</td>\n</tr>\n<tr>\n<td>Hold from Invoice</td>\n<td>If this tickbox is enabled the system will not pull it through to the Invoice</td>\n</tr>\n<tr>\n<td>Expenses Link</td>\n<td>User can link a file/folder/webpage to the Expenses record</td>\n</tr>\n<tr>\n<td>Cost Finance Code</td>\n<td>This will be defaulted to the users log in account, can be changed</td>\n</tr>\n<tr>\n<td>Revenue Finance Code</td>\n<td>This will be defaulted to the users log in account, can be changed</td>\n</tr>\n<tr>\n<td>WIP Cost Finance Code</td>\n<td>This will be defaulted to the users log in account, can be changed</td>\n</tr>\n<tr>\n<td>WIP Revenue Finance Code</td>\n<td>This will be defaulted to the users log in account, can be changed</td>\n</tr>\n</tbody>\n</table>\n<ol start=\"4\">\n<li>Select Close, the Expenses record has now been added to the system.</li>\n</ol>\n<p>Proceed to <a href=\"ug505\">How to Approve Expenses</a> User Guide for the next steps.</p>","frontmatter":{"title":"How to Add Expenses","tags":["hr","human","resources","expenses","add","create","chargeable","invoice","invoices"]}}}}]}},"pageContext":{"isCreatedByStatefulCreatePages":false,"slug":"ug504"}}}