An Expense can be added to the system by clicking on the Expense button, and selecting Add Expense, on the F1 Analytics tab on the ribbon.
The Add Expense Form will appear, and the user can enter information about the expenses.
- Dates: should be entered in MM/DD/YYYY format
- Expense Total: should be entered a a number with two (2) decimal places (e.g., 1.99 for $1.99).
- Vendor Name, Expense Category, and Expense Paid: use drop down lists to ensure entries are consistent.
After entering all information, click on Submit to add the Expense to the system.
Five (5) fields are required when adding an expense: Expense Date Incurred, Expense Date Due, Expense Category, Expense Total, and Expense Paid. Users must include values for these fields before the expense can be saved to the system.