Breadcrumbs

Creating expense sheets

Accountants Enterprise with Practice Manager only

You can create an expense sheet from your Homepage or from the Employee page. If you have the authority, you can create an Expense Sheet on behalf of another employee using their Employee page.

To create an expense sheet

  1. Select Timesheet > Create New > Expense Sheet from the toolbar.

    or

    On an Employee page or Find Employee page, click Create expense sheet on the TASKS bar. The Create New Sheet window opens.

  2. Enter a company in the Select Company field.

    or

    Click the ellipse button in the Select Company field. The Find Companies window opens. Find and select a company. Click OK. The selected company is reflected in the Select Company field.

  3. Select the Time Period from the list.

  4. Click OK. The Expenses page opens.