How to Allocate a New Expense | Scribe

    How to Allocate a New Expense

    • 34 steps |
    • 2 minutes
      1
      Navigate to Brokerage Engine.
      2
      Click "Accounting"

      Create a New Expense

      3
      Click "Quick Actions"
      4
      Click "New Expense"
      5
      Select the Vendor from the dropdown menu.
      6
      Select the Payment Account from the menu. Once selected, the "Balance" text box will auto populate.
      7
      Click "1005 - Operating Account"
      8
      The Payment Date will generate with today's date.
      9
      Click on the "Payment Method" dropdown menu to make a choice.
      10
      Click "Check"
      11
      Click the "Ref No." field to type a reference number.
      12
      Click here to select an account.
      13
      Click "5700 - Photography"
      14
      Add an optional description in the text field.
      15
      Click this text field to add the amount.
      16
      Click "Add Line" for additional entries to the Expense.
      17
      Click "6050 - Advertising - Other"
      18
      Add an optional description.
      19
      Click this text field to add the amount.