Creating a New Expense - Revision history

Ruel: Created page with "648x648px To create a new Expense: #
2020-12-10T07:38:28Z

Created page with "center|thumb|648x648px <span style="font-size:12.0pt;line-height:115%">To create a new Expense:</span> # <span styl..."

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[[File:Oojeema Pro - Create New Expense Process Flow.png|center|thumb|648x648px]]
<span style="font-size:12.0pt;line-height:115%">To create a new Expense:</span>

# <span style="mso-bidi-font-weight:bold">On the menu bar, click on “<u>Expense</u>”. The Expense list will be displayed.</span>
# <span style="mso-bidi-font-weight:bold">Click “<u>Create New Expense</u>” button.</span>
# <span style="mso-bidi-font-weight:bold"><u>Expense form</u> will be displayed. Fill it out:</span>
## <span style="mso-bidi-font-weight:bold"><u>Expense No.</u> – system auto-generated</span>
## <span style="mso-bidi-font-weight:bold"><u>Vendor</u> – list of vendors will be displayed for selection. You can add new vendor by clicking “Add new Vendor” link from the Vendor dropdown list.</span>
## <span style="mso-bidi-font-weight:bold"><u>Date</u> – for Expense transaction date selection ''(displays current date by default)''</span>
## <span style="mso-bidi-font-weight:bold"><u>Document Number</u> – for entry of reference document number ''(if any)''</span>
## <span style="mso-bidi-font-weight:bold"><u>Notes</u> – for entry of remarks / notes for the Expense</span>
## <span style="mso-bidi-font-weight:bold"><u>Expense Account</u> – list of expense account will be displayed for selection. </span>
## <span style="mso-bidi-font-weight:bold"><u>Description</u> – for entry of selected Expense’s description</span>
## <span style="mso-bidi-font-weight:bold"><u>Credit Account</u> – list of credit account will be displayed for selection ''(displays “Accounts Payable – Non-Trade by default)''</span>
## <span style="mso-bidi-font-weight:bold"><u>Price</u> – for entry of item’s purchase price per quantity ''(displays gross purchase price from the Maintenance: Items by default (if any))''</span>
## <span style="mso-bidi-font-weight:bold"><u>Tax</u> – for expense tax type selection ''(displays “none” by default)'' </span>
## <span style="mso-bidi-font-weight:bold"><u>Amount</u> – system calculated ''(Amount = Price - tax amount)'' </span>
## <span style="mso-bidi-font-weight:bold"><u>Add a New Line</u> – link for adding new item for expense</span>
## <span style="mso-bidi-font-weight:bold"><u>Subtotal</u> – sum of expense’ amounts</span>
## <span style="mso-bidi-font-weight:bold"><u>Total Purchases Tax</u> – displays system calculated sum of purchase tax amount ''(if any)''</span>
## <span style="mso-bidi-font-weight:bold"><u>Withholding Tax</u> – for withholding tax (ATC Code) selection ''(displays “none” by default)'' </span>
##* <span style="mso-bidi-font-weight:bold">None</span>
##* <span style="mso-bidi-font-weight:bold">WTAX (1%) – pop-up selection of applicable ATC Code</span>
##* <span style="mso-bidi-font-weight:bold">WTAX (2%) – pop-up selection of applicable ATC Code</span>
##* <span style="mso-bidi-font-weight:bold">WTAX (5%) – pop-up selection of applicable ATC Code</span>
##* <span style="mso-bidi-font-weight:bold">WTAX (10%) – pop-up selection of applicable ATC Code</span>
##* <span style="mso-bidi-font-weight:bold">WTAX (15%) – pop-up selection of applicable ATC Code</span>
## <span style="mso-bidi-font-weight:bold"><u>Total</u> – system calculated ''(Total = Subtotal + Total Purchases Tax – Withholding Tax amount)''</span>
# <span style="mso-bidi-font-weight:bold">After filling-out the form, select saving option to finalize Expense Voucher creation. Otherwise, click “<u>Exit</u>”, to discard entries and exit the form.</span>
## <span style="mso-bidi-font-weight:bold"><u>Save</u> – click to save entries and exit back to Expense list.</span>
## <span style="mso-bidi-font-weight:bold"><u>Save & New</u> – click to save entries and open a new cleared Expense form.</span>
## <span style="font-size:11.0pt;line-height:115%;font-family:"Calibri","sans-serif"; mso-ascii-theme-font:minor-latin;mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast;mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman";mso-bidi-theme-font:minor-bidi; mso-ansi-language:EN-PH;mso-fareast-language:EN-PH;mso-bidi-language:AR-SA; mso-bidi-font-weight:bold"><u>Save & Preview</u></span><span style="font-size: 11.0pt;line-height:115%;font-family:"Calibri","sans-serif";mso-ascii-theme-font: minor-latin;mso-fareast-font-family:"Times New Roman";mso-fareast-theme-font: minor-fareast;mso-hansi-theme-font:minor-latin;mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;mso-ansi-language:EN-PH;mso-fareast-language: EN-PH;mso-bidi-language:AR-SA;mso-bidi-font-weight:bold"> – click to save entries and view the created Expense Voucher details.</span>