How to Create an Expense

The following methods are available for creating Expenses:

1. Automatically imported from estimates using the Parse Estimate action;

2. Manually within the system using the Create an Expense button on the toolbar (toolbox icon);

   

3. Manually via the Clone an Expense feature;

4. Manually using the

   Add

   button on the Expenses tab of an incoming invoice card with the Unpaid status;

5. Manually via the context menu by right-clicking any expense entry in the list (available only when a M&R Expenses folder is selected).