Save for Later
This guide was created with Scribe in
2 minutes.
Sign in and create your own!
How to Allocate a New Expense
0 step
|
2 minutes
1
 of 2
Create a New Expense
Allocate the Expense
1
Navigate to Brokerage Engine.
2
Click "Accounting"
Zoom Saved
Create a New Expense
3
Click "Quick Actions"
Zoom Saved
4
Click "New Expense"
Zoom Saved
5
Select the Vendor from the dropdown menu.
Zoom Saved
6
Select the Payment Account from the menu. Once selected, the "Balance" text box will auto populate.
Zoom Saved
7
Click "1005 - Operating Account"
Zoom Saved
8
The Payment Date will generate with today's date.
Zoom Saved
9
Click on the "Payment Method" dropdown menu to make a choice.
Zoom Saved
10
Click "Check"
Zoom Saved
11
Click the "Ref No." field to type a reference number.
Zoom Saved
12
Click here to select an account.
Zoom Saved
13
Click "5700 - Photography"
Zoom Saved
14
Add an optional description in the text field.
Zoom Saved
15
Click this text field to add the amount.
Zoom Saved
16
Click "Add Line" for additional entries to the Expense.
Zoom Saved
17
Click "6050 - Advertising - Other"
Zoom Saved
18
Add an optional description.
Zoom Saved
19
Click this text field to add the amount.
Zoom Saved
Have something to say?
Create an account to leave messages for the author to see!
Create an account
Feedback
This Scribe is in tip-top shape!
Leave feedback if there are any issues with this Scribe