14.02 Expense Code Setup

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14.02 Expense Code Setup

Expense codes define the different costs incurred for business activities and purchases. You can create your required expense codes using Expenses option of administration.
Adding expense codes will allow you to identify the types of expenses that may be entered against specific projects. Expense codes will also allow you to track the kinds of expenses being recorded by UNItekTIME users.
A system administrator can setup expenses name using Admin Options > Expenses

Adding new expenses:

To add a new expense, follow these instructions.
  1. Login UNItekTIME with Admin Credentials.
  2. Navigate to Admin Options and scroll to Expense Setup.
  1. Click Expenses icon.
  1. Then Click + Expense top-right green button.
  1. In the Add Expense screen that appears:
    1. Enter default expense rate for expense codes which are quantity based. Example of default expense rate is mileage rate for expense Car Mileage. An administrator can define the rate for that expense here.
    2. If an administrator doesn’t want the user to change rates in expense entry, an administrator can disable milage rate editing in expense entry by users, by enabling the Disabling Editing Of Rate Box.
    3. Click on Add Expense to add this expense.

Editing Expense:

  1. Login UNItekTIME with Admin Credentials.
  2. Navigate to Admin Options and scroll to Expense Setup.
  1. Click Expenses icon.
  1. In Expense List, click on Gear Icon of Options to the one which you want to Edit then click Edit Expense option.
  1. In the Edit Expense screen that appears:
    1. Update your required modification in [Expense Information] form.
    2. Click Update Expense green button to update this record.

Deleting Expense:

  1. Login UNItekTIME with Admin Credentials.
  2. Navigate to Admin Options and scroll to Expense Setup.
  1. Click Expenses icon.
  1. In [Expense List], click on Gear Icon of Options to the one which you want to delete.
    1. Click Delete option.
    2. Click on OK on delete confirmation dialog.
Article ID: 70, , Modified: 3/24/2021 at 3:30 AM

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