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This text refers to program version 8.4  

Purposes

This page describes the Purposes setting in the Expenses module.

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Purposes are the reasons for making the journeys that you record in Mileage records: they allow you to categorise those journeys. Examples might be Sales Visits, Service Calls, and journeys for consultancy or to install equipment.

To open the Purposes setting, first ensure you are in the Expenses module. Then, if you are using Windows or Mac OS X, click the [Settings] button in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcuts and then double-click 'Purposes' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Purposes' in the 'Settings' list. The 'Purposes: Browse' window will be displayed, showing the records that you have previously entered. Double-click (Windows/Mac OS X) or tap (iOS/Android) an item in the list to edit, or add a new record by selecting 'New' from the Create menu (Windows/Mac OS X) or + menu (iOS/Android). When the record is complete, click the [Save] button (Windows/Mac OS X) or tap √ (iOS/Android) in the Button Bar to save it.

Enter a unique Code and a descriptive name for each record.

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Settings in the Expenses module:

• Introduction
  

• Cars
  

• Daily Allowance Rates
  

• Daily Allowance Settings
  

• Distances
  

• Expense Settings
  

• Fuel Types
  

• Mileage Settings
  

• Number Series - Daily Allowances
  

• Number Series - Expenses
  

• Number Series - Mileage
  

• Number Series - Personnel Payments
  

• Purposes

Go back to:

• Home page for Expenses module manual
  

• Home page for Standard ERP manual

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