You can create or edit an expense manually using a blank expense record, or a wizard that guides you through the process step-by-step. You can also create an expense record by using an existing expense record as a template. See Copying a Record for more information.

When you purchase merchandise or services necessary for conducting your business, you enter them as expenses into TeamConnect. Once you enter expenses, you can perform the following tasks:

•Post expenses against the respective accounts.

•Track expenses by certain projects and by specific vendors.

There can only be one expense item for each expense record. To make multiple expense entries, see Working with the Expense Entry Tool.

You can create expenses in the following locations:

•On the Expenses List page.

•On a project's Expenses page.

•Using the Expense Entry Tool on the All page.

Using a Wizard

Your system administrator may provide one or more wizards to help you create new expenses using a guided, step-by-step process. A wizard may be one of the available options or the only option.

If a wizard is your only option, when you click New the wizard opens. Complete the required fields on each page, and then click Next to progress to the end of the wizard. When you click Finish at the end of the wizard, the record is available in the appropriate list view and collection. See Viewing Expenses or Viewing Collections of Records for more information.

Note: If a wizard is your only option, and you want to use a existing expense record to create a new account record, a wizard will not open. A blank expense record opens and you can complete the fields manually. See Copying a Record for more information.