Quiz: Entering expenses

This is a true/false quiz.

Click the statement to see the answer.

1. When setting up expense reports, Ajera automatically selects for you the balance sheet account for employee advances and the activities for expense reports.

   False. On the Company > Preferences > Balance Sheet Accounts tab, you select the balance sheet account. In Setup > Activities, you select which activities can be used in expense reports.

2. When setting up expense reports, you inactivate any vendors who are employees.

   True. Ajera automatically creates the employee as a vendor when you set up the employee to use expense reports.

3. You cannot change the Date to Pay on the vendor invoice.

   False. Although Ajera enters the Date to Pay based on the options you chose for the vendor in Setup > Vendors, you can change it by entering a new date, if needed.

4. If you left the In-house Credit Account field blank when setting up the activity selected for the in-house expense, you cannot complete the in-house expense log.

   False. If you left the In-house Credit Account field blank when setting up the activity, the following message appears: Account information is missing. Accounting entries will not be created. The message indicates that, in this situation, you can enter expenses to bill a client but the cost is not redistributed for financial reporting.

5. You change a unit rate in an expense report, vendor invoice, or in-house expense log. To change it back to the rate Ajera originally calculated for you, click the cell, and then click the Reset button.

   True. You use the same process in all three windows: expense report, vendor invoice, and in-house expense log.

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