Contacts and Businesses - Expenses Content Link

Overview

This help topic describes how to track expenses and reimbursements associated with contacts or businesses within the system. Access to this feature requires the Expenses user right.

Adding an Expense or Reimbursement

The process involves four main steps:

1. Open Dialog

Click the Options button and select "New 'Contact Expense' record" to launch the expense entry dialog.

2. Select Category

Choose between "Cost" or "Reimbursement" in the Expense Category section.

3. Complete Details

Fill in the Expense Detail Section fields:

• Type: Select from preset options or create custom types with appropriate permissions
• Sub-Type: Available for reimbursements only (External or Internal)
• Amount: Required field
• Incurred On: Defaults to current date; adjustable via date picker
• Contact Name: Defaults to current contact; searchable
• Incurred By: Defaults to logged-in user; searchable
• Remarks: Optional field for additional notes

4. Confirm

Click OK to save the expense record. The system provides flexibility in modifying default values and searching for alternative contacts or users as needed.

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