This guide was created with Scribe in
42 seconds.
Sign in and create your own!
How to Create an Expense Marketing and Services Item in Brokerage Engine Accounting
0 step
|
42 seconds
1
of 2
Create the Item
Search for the Item
1
Navigate to Brokerage Engine.
Create the Item
2
Click "Accounting"
Zoom Saved
3
Click on the "Sales" tab.
Zoom Saved
4
Click "Marketing and Services"
Zoom Saved
5
Click the "New Item" button.
Zoom Saved
6
Click on the field and fill in the Name of the Item.
Zoom Saved
7
Unclick the checkbox for product/service to customers.
Zoom Saved
8
Add a description to the field to display it on the Sales Forms.
Zoom Saved
9
If applicable, type a cost for the Item.
Zoom Saved
10
Select an account from the dropdown menu.
Zoom Saved
11
If applicable, select a Preferred Vendor from the dropdown menu.
Zoom Saved
12
Click "Save" once all the information has been inputted.
Zoom Saved
13
Click "OK"
Zoom Saved
Search for the Item
14
The Marketing and Services table will display.
Zoom Saved
15
Type the name of the Item to filter the results.
Zoom Saved
Feedback
This Scribe is in tip-top shape!
Leave feedback if there are any issues with this Scribe