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Working with expenses

Accountants Enterprise with Practice Manager only

An expense sheet captures costs incurred by an employee while performing work for a client. Costs can be chargeable or non-chargeable.

The method of recording expenses is almost identical to that of recording disbursements.

Your practice must be configured to use expense sheets, otherwise the option is not available for use.

If an expense sheet has been posted, you may only reverse the transaction. See Reversing bills.

To configure expense sheets for practice use

You must have system administrator privileges to configure expense sheets.

  1. Select MaintenanceUser defined > Configuration from the main menu. The Maintenance — Configuration page opens.

  2. Locate the DisbursementsOn Key Name in the table. See Miscellaneous.

  3. Change the Key Value to 2 to enable expenses and disbursements to be used.

  4. Click OK. You are now able to open and create expenses from Timesheet on the toolbar. As a system administrator you can also configure different code types to be available for expenses and disbursements using MaintenanceMiscellaneous > Code Types.

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