Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
Last revisionBoth sides next revision
expenses [2015-01-16 19:24] – [Adding a new expense] natalia.martinezexpenses [2023-09-15 23:18] – [How To Enter Expenses. Updated Guide] pilar.baigorri
Line 68: Line 68:
 ===== Detail View ===== ===== Detail View =====
  
-{{ detailexpenses.png?750}}+{{ Expenses7.png?750}}
  
 **Actions:** **Actions:**
Line 82: Line 82:
   * **Post comment:** lets you post a comment on the expense so that it can be available to and replied by all people subscribed to it.   * **Post comment:** lets you post a comment on the expense so that it can be available to and replied by all people subscribed to it.
 **In this view, you can also change the status of the payments without the need of editing the whole expense.** **In this view, you can also change the status of the payments without the need of editing the whole expense.**
 +
 +====== How To Enter Actual Expenses. Updated Guide ======
 +
 +When working on a project, you'll need to track actual expenses, so they can be properly billed to the client. Here is a step-by-step guide on entering expenses in a project using Feng Office Software.
 +
 +1. **Go to Expenses and find the Project**
 +
 +Go to the Expenses module and search for the relevant project.
 +{{:paso1.1.png?nolink|}}
 +
 +2. **Select the Budget Expense**
 +
 +Under “Budget Expenses” choose the specific expense item you want to report on.
 +{{:budget_expensedetails.png?nolink|}}
 +
 +3. **Enter the details**
 +
 +Enter the date, description, quantity, and cost based on the receipt. Upload the receipt file.
 +
 +4. **Click "Add Actual Expense"**
 +
 +Review the details and click the "Add Actual Expense" button to save.
 +
 +5. **Enter non-budgeted expenses**
 +
 +You can also enter expenses not tied to a budget line item. Just select "Add New Actual Expense" and fill in the details manually.
 +
 +
 +6. **Add from Budget Expenses list**
 +
 +Expenses can also be added directly from the Budget Expenses list view. Select an item, click "Add Actual Expense" and fill in the details.
 +{{:tab_budget_expense.png?nolink|}}
 +
 +
 +
 +
 +
 +
 +**Following these steps allows you to accurately track project expenses for billing. 
 +Contact our team if you have any other questions!**
 +
 +
 +
 +
 +
 +
 +
 +