Open the Time and Expenses calendar view by selecting the Timesheet button in the top toolbar. Double click the day in the calendar that you want to add a cash expense for to start creating a new record. Click on the 'cash' tab at the top to enter a cash expense.
Cash Expenses allows you to claim your out of pocket expenses, that relates to a Synergy project or internal office project. For example travel costs (airfare, hotels etc), taxi fares, food, client entertainment costs, couriers, or a stationary order.
When cash expenses are claimed against a Synergy Project, the costs entered can be invoiced onto the client. List all non-project related expenses against the internal <Office> project, to ensure that you get reimbursed for all types of expenses.
Enter cash expenses when you need to claim back expenses from work related purchases. Enter a cash expense to be reimbursed for the cash expense value, and submit an expense report with your receipts.
Tips:
Tip: Learn about the expense status options, and how to edit or delete an entered expense.
Tip: Did you know that the Project will be automatically added to your 'My Projects' list, after you use it in a timesheet or expense entry. This makes it easier to use the project again for the next entry.
Use the 'Recent' panel in the project look-up pop-up to find the history of recently entered timesheets or expenses. The expenses shown here are either cash or travel expenses. Reuse the expense history items for the next week/months when your incur the same expense.
The 'recent panel' shows the timesheets or expenses that have been entered in the last 2 weeks by default. Click the row or the checkmark on the row to use that recent expense entry, and the project - sub project - expense type will be automatically completed to match the selected expense.
Use the toggle buttons to adjust the amount of history shown: 1 week, 2 weeks, 1 month, 2 months.
The Value panel on the expense entry page lets you check the dollar value already entered for each day. The total value shown is for the cash and travel expenses for each day. Before adding extra records for a day check that you haven't already entered the expense by double checking the value shown in the top right corner of the day of week box.
You can also check the total expense value already entered in the calendar view. The total expense value entered is shown for each day in the calendar in red. To learn more view this topic: Using the calendar view.
These buttons are shown in the calendar view. They are shown for use with timesheets, and have no impact on the cash or travel expenses. To learn more see the Timesheets topic.
Tip: Select a project before you can use the other expense drop down lists on this page.
Looking for more help? Try reviewing the following topics: View Topics
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