Expense Entry documents on the Document Manager
Expenses Entries
| Document Name | Description |
|---|---|
| Expense Entries Detail - Firm | Lists all the expense entries by employee with breakdowns of billable and non-billable expenses. Work codes, clients, rates, and amounts are also included. Each document is in one of several groupings (e.g., manager). |
| Expense Entries Detail - Client | Lists all the expense entries by client with breakdowns of billable and non-billable expense. Work codes, staff, rates, and amounts are also included. Each document is in one of several groupings (e.g., client group). |
| Expense Entries Summaries - Firm | Lists a summary of the total expenses (in currency) for each employee with breakdowns of billable and non-billable expenses. Work codes, clients, rates, and GL accounts are not included. Each document is in one of several groupings (e.g., manager). |
| Expense Entries Summaries - Client | Lists a summary of the total expenses (in currency) for each client with breakdowns of billable and non-billable expenses. Work codes, rates, and GL accounts are not included. Each document is in one of several groupings (e.g., client group). |
| Expense entries - unapproved | Lists each unapproved expense entry by employee. Work codes, clients, rates, and amounts are included. |
| Expense entries - monitor | Lists each expense entry by employee with breakdowns of billable and non-billable expense. Work codes and clients are not included. Use this document to view expense entries. |
| Expense entries - unbilled | Lists each unbilled expense entry by employee. Work codes, clients, rates, and amounts are included. |
| Expense entries - work code summary | Lists a summary of total expenses (in currency) for each work code and the applicable general ledger account. |