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

EXPENSE
Payee *
View Detail
ypf
YPF Gas Company
×
YPF Gas Company
Payment Account *
1010 - Cash Register Pass Thru
1000 - Commissions Account
3000 - Credit Card
1008 - Escrow Account
1005 - Operating Account
1006 - Petty Cash
1600 - Plaid Checking
1605 - Plaid Saving
1999 - Title Settlement Clearing Account
10120 - new credit card
Inventory Asset
1300 - Payments to deposit
Uncategorized Asset
Undeposited Funds
1005 - Operating Account
Balance
Payment Date *
Payment Method
Cash
Check
Credit Card
EFT
Electronic Payment
Online
What did you pay with?
Ref No.
AMOUNT
$0.00

Set the Payment Date using the small calendar icon.

Click and fill out the "Reference Number" field.

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.

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"

How to Create an Expense Using Item Details