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How to Create an Expense Using Category Details
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59 seconds
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Navigate to Brokerage Engine.
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Click "Accounting"
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Click on the "Quick Actions" menu.
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Click "New Expense"
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Select a Payee from the dropdown list or select "Click to Add New" to create one.
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Select an account to record the expense from the dropdown menu.
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The system will display the Balance of the Payment Account
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Set the Payment Date using the small calendar icon.
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Select a Payment Method.
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Click and fill out the "Reference Number" field.
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Select an optional Accounting Tag.
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If the Payee has an associated Default Account, this field will auto-populate. Otherwise, make a selection by clicking on the dropdown menu.
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Add a description.
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Use this field to record the Amount.
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Select a Class from the dropdown menu.
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Click the "Add Line" button to create additional rows on the Expense Page.
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Click the Trash Bin Icon to delete a line.
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Click the "Clear All" button to reset all fields.
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Once all the information has been inputted, click "Save"
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Click "OK"
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