Adding an Expense to a Work Order

Note: Before starting, make sure to activate the Work Orders app in your account.

Steps to add an Expense to a Work Order

  1. From the main menu, click on “Work Orders”.
  2. Select from the menu “Work Orders”.
  3. Click on the required work order file.
  4. Press the “Add” button.
  5. Select from the menu “Add Expense”.
  6. Fill in the expense voucher data as required. For more details on the nature of the expense voucher fields, see the guide “Creating an Expense”.
  7. Click the “Save” button.

The program adds the expense record inside the work order file, and the paid value is recorded as an outgoing [cash flow] that appears in the “Financial Transactions” table of the work order.