peachtree-software peachtree complete accounting 7.0 Quick Setup Guide
Lesson X—Time & Billing
Recording Expense Tickets
199
1
From the Tasks menu, select Time/Expense, and then Expense Tickets.
The Expense Tickets window is similar to the Time Tickets window
except that it uses charge items rather than activity items.
except that it uses charge items rather than activity items.
2
Select Employee as the type for this expense ticket and press
e.
3
Enter or select JW01 (Judy White) from the employee ID lookup list.
A ticket number is automatically assigned by Peachtree.
4
Judy is recording the ticket today, January 14, 2000. The ticket date already
states this for us. (If not, enter the date accordingly.) Press
states this for us. (If not, enter the date accordingly.) Press
e to move to
the Charge Item field.
Charge items are set up in Maintain Inventory Items. These items are
recorded by an employee or vendor when company resources are used
for a customer or job. Charge items are also used to record
administrative expenses within the company and even employee out-of-
pocket expenses. Billable charge items can later be written up and
applied to customer invoices.
recorded by an employee or vendor when company resources are used
for a customer or job. Charge items are also used to record
administrative expenses within the company and even employee out-of-
pocket expenses. Billable charge items can later be written up and
applied to customer invoices.
5
Enter or select COPY01 (Copies - 1:1 Standard) from the Charge Item
lookup list and press
lookup list and press
e.
She is making single-sided copies of the cover letter.
Tickets can be recorded for customers, for jobs, or for administrative
purposes. You would select Administrative if this ticket was recorded for
internal use by your company, (for example, meals or parking expenses).
Our example demonstrates a billable expense ticket for a job.
purposes. You would select Administrative if this ticket was recorded for
internal use by your company, (for example, meals or parking expenses).
Our example demonstrates a billable expense ticket for a job.