Available in Sage 50 Premium Accounting and higher.
Entering
Expense Tickets
How Do I...
Expense tickets record the use of company resources for a customer,
a job, or administrative purposes. You can bill your customers
or jobs for Charge items included on billable expense tickets.
- From the Tasks
menu, select Time/Expense, then Expense Tickets.
- Select whether this expense is to be recorded
by an .
-
Enter or select either the
that corresponds to this expense ticket.
A
is automatically assigned for you.
- Select either Administrative, Customer, or Job.
- Enter either the
Customer ID or Job ID. If you selected Administrative
in the previous step, this field will not be available.
- Enter or select the Charge
item.
- Enter a brief
for billing purposes.
- If necessary, you can enter a 2,000-character
describing the expense item and other notes associated with this particular
expense ticket. Just click the Note button in the toolbar.
- Enter or select the . This should be the date that the expense was incurred, not necessarily the date that you are creating the Expense ticket.
- If this is an employee expense ticket and the employee should be reimbursed for the expense,
select the Reimbursable
to employee check box. You can print the Reimbursable Employee Expense report to list all expenses that employees should be reimbursed for.
- Enter a quantity (the number of charge items used),
if applicable.
- Enter the Unit
price.
- Select a
for this expense ticket.
- The
should be calculated for you depending on whether you included a charge
item, quantity (if needed), unit price, and billing status. You can change
the billing amount in all cases except when selecting the No Charge billing
status.
-
Select Save.
If you selected either Billable or No Charge billing status, the
expense ticket can now be applied to a customer's sales invoice.
What do you want to do next?