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About setting up expense markup exceptions

You use the table part of the window to set up any exceptions to the general expense markups you entered. You complete one row for each markup exception that you want to set up. You can enter as many rows as you need to define all your markup exceptions.

In this example, G&A for all expenses is marked up by 10% except G&A for Acanthus Architect, which is marked up by 15%. The G&A markup increases the cost amount of $ 1.00 by 15% for a markup of $.15 and a new amount of $1.15. 

You set up exceptions by vendor and activity. When you leave a vendor or activity blank, it indicates that the rate for that row applies to all vendors or activities except for any vendors or activities you specifically set up on another row.

If you set up rate exceptions for several combinations of vendor and activity, Ajera knows what rate to apply for a transaction by looking for a match on the table in the following order:

  1. Vendor - Activity
  2. Vendor
  3. Activity
Note: After you save and return to this window, Ajera reorganizes the rows, displaying them on the table in the order that it applies them.

In this example, the second row defines a mileage rate of $0.35 for all vendor expenses. However, the first row defines a rate of $0.48 for Acanthus Architect, unlike the other vendors.

If you enter an expense for blueprints, Ajera uses the applicable amount in the Expense Markups box because there is no match in the exception table.



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