The Expenses sub-screen:
| • | Identifies additional expenses incurred for this workorder item that would not be parts or service |
| • | Identifies if chargeable to client or not |
A suggested use is for additional expenses that are not Parts, Travel, Outside Service or Labor. For example, you may indicate overnight accommodation charges here that a client reimburses you for, miscellaneous items that are not identified in inventory, or it may be that you reimburse your staff for gas purchases if they use their own vehicle.
Reimburse User
You may use this to identify that you need to reimburse the selected user for these expenses. Selecting here will allow you to create reports where this is selected to list those that need to be reimbursed, separate from those not to be reimbursed.
Charge Amount
This currency field is where you would enter in the amount of the expense before taxes.
Tax Paid
This currency field is where you would enter in the amount of the taxes if you paid it.
Use of the two fields Tax Paid and Charge Amount if you wish to identify these separately, whereas Total Cost would be the two combined.
Total Cost
This would be the total amount that you would enter if billing back to the client.
Summary
This text column is where you would enter in a brief description of the expense.
Charge Tax Code
Select what tax code to apply against the Charge Amount column if you are billing it back to the client.
Description
This text column is where you would enter additional information on the expense.
The Description field is limited to 255 characters.
User
Drop down selection field to identify the schedulable user that is to be reimbursed, or incurred the additional expenses.
Charge to Client
You may use this to identify that you need to charge the client for these expenses, or even localize to different text. Selecting here will allow you to identify within a report whether this charge should show on for example a workorder report for the client.