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5.9 Appointments - Expenses


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Appointment can also have Expenses attached to them. the difference between Budget items and expenses is typically an expense is related to a Budget yet, some activities don't have a set Budget but they may have expenses. The reporting tools will allow you to report on your Expenses based on your Employee profile settings.

Basically, any attached Expenses whether they are related to an Appointment, Project or Task by any Employee can be reported on after the fact.

Listed Expenses will appear within an Appointment as shown below.

Clicking the 'New Expense' icon will open the window to add the details of the related Expense/s.

Simply Save your changes and all Expenses will be associated with the Appointment. The Reporting tool will allow you to report on Expenses for all activity for a specific date range at a later time.

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