5.9 Appointments - Expenses
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