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This text refers to program version 4.2  

Introduction to the Expense Register

You should use the Expense register to store each employee's expense claims. Typically, you will create a new record for each separate expense claim made by an employee (e.g. once a month per employee).

If you want to support an expense claim for mileage with details of the journeys you have made, you should first record the journey details in a new record in the Way List register. You can then quote the Way List record on flip D of the Expense record. The Total Cost from the Way List will be brought in to the Expense record automatically, and Account, VAT Code and Description details will be taken from the Way List Settings setting.

To open the register, ensure you are in the Expenses module and select 'Expenses' from the Registers menu, or click the [Expenses] button in the Master Control panel.

The 'Expenses: Browse' window is opened, showing any Expenses that have already been entered. Expenses that have been approved (posted to the Nominal Ledger) are shown with a tick in the OK column.

As in other browse windows you may sort the list by each column by clicking on the heading. To reverse any sort, simply click once again on the column heading. The heading of the column currently determining the sort order is coloured blue. You can also scroll through the list using the scroll bars. Finally, you can search for a record by entering a keyword in the field in the top right-hand corner. Hansa will search for the first occurrence of the keyword in the same column as the selected sorting order.

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