How to Create an Expense Using Item Details

    • 0 step |
    • 41 seconds
      Navigate to Brokerage Engine.
      Click "Accounting"
      Click on the "Quick Actions" menu.
      Click "New Expense"
      Select a Payee from the dropdown list or select "Click to Add New" to create one.
      Select an account to record the expense from the dropdown menu.
      The system will display the Balance of the Payment Account
      Set the Payment Date using the small calendar icon.
      Select a Payment Method.
      Click and fill out the "Reference Number" field.
      Select an optional Accounting Tag.
      Select a Product/Service Item from the dropdown menu.
      If the Item has a description associated with it, this field will auto-populate. Otherwise, type a description.
      Click the Quantity text field to type an amount. If the Rate was already configured, then the expense amount will be calculated once the Quantity amount is set.
      Select a Class from the dropdown menu.
      Click the "Add Line" button to create additional rows on the Expense Page.
      Click on the Trash Bin icon to delete a line.
      Click the "Clear All" button to reset all the fields.
      Click the "Memo" field to enter text that will appear on the "Expense Transactions" table and allow the Expense to be searched by Memo.
      Once all the information has been inputted, click "Save"
      Click "OK"
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