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How to Create an Expense Using Item Details
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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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Select a Product/Service Item from the dropdown menu.
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If the Item has a description associated with it, this field will auto-populate. Otherwise, type a description.
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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.
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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 on the Trash Bin icon to delete a line.
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Click the "Clear All" button to reset all the fields.
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Click the "Memo" field to enter text that will appear on the "Expense Transactions" table and allow the Expense to be searched by Memo.
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Once all the information has been inputted, click "Save"
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