View Expense Details
Select the "Clients" admin tab
Select the client you wish to see the expense for (Clients can be searched by name, email and phone number or filtered by tag on the right)
Select the "Account" tab
Go into the expense you wish to see by selecting the date link
Add an Expense
Expenses can be added to both vendors and buyers e.g. Insurance or Valuations
Select the client you wish to add an expense to (Clients can be searched by name, email and phone number or filtered by tag on the right under the "Clients" tab)
Select "Account" from the upper tabs
Select the blue "Add Expense"
Fill in the expense form including Expense type, Recovery mode, Category, Description, Amount and GST
Confirm by selecting the green "Save"
Note: Expenses/Contract Charges are recovered only once but this could be across multiple payments
Cancel an Expense
Select the Client you wish to Cancel an expense from (Clients can be searched by name, email and phone number or filtered by tag on the right under the "Clients" tab)
Select the "Account" tab
Select the Expense you wish to delete by clicking on it's blue underlined date
Select the Settings icon on the top right
Select "Cancel Expense" from the drop-down list
Confirm by selecting the blue "Yes"
Update an Expense
Expense descriptions, amounts and type can be updated
Select the Client you wish to update the expense of (Clients can be searched by name, email and phone number or filtered by tag on the right under the "Clients" tab)
Select the "Account" tab
Select the Expense you wish to update by selecting the date link
Select the Settings icon on the top right
Select "Edit Expense" from the drop-down list
Update the expense information and select the green "Save" at the bottom
Print/Email Expense Details
Select the client you wish to print/email an expense for (Clients can be searched by name, email and phone number or filtered by tag on the right under the "Clients" tab)
Select the "Account" tab
Select the expense you wish to print/email by selecting the date
Select the white "Email" or "Print" on the top right
Confirm by following the pop-up box's instructions
Edit Expense type templates
Select any Client from the "Clients" admin tab
Select the "Account" tab
Select the blue "Add Expense" on the top right
Using the Category grey drop-down box to select the type you wish to edit the template of
Select the blue "Edit Template" to the right of the box
Fill in the new Default Description and GST amount
Confirm by selecting the blue "Save changes"
Confirm you wish to overwrite changes with the blue "Yes"
