Use these steps to create an expense sheet.
To add a new Expense Sheet:
-
Go to the Expenses workspace.
-
Click
+ New Expense Sheet.
The Create Expense Sheet wizard displays.
-
Select an employee name from the dropdown list. Specify your name, or that of another employee (if you are registering by proxy).
-
Enter a description. This is a free-text field.
-
Enter the job for which the expense was incurred.
-
Enter the currency in which the expense was incurred.
-
Click
Create.
Maconomy automatically displays the expense sheet you just created.
-
To add lines to the expense sheet, click
+ Add Expense Sheet Line.
-
Fill out the line fields as needed.
-
Click
Save.
-
If the
Just. Req. field is selected for the line, expand the Expense Justification assistant on the right side of the workspace and fill out the fields there as well.
-
Click
Save.