Enter expenses
Follow these steps to enter expenses.
- Select .
- SelectView, then eitherFormorGrid
entry. - Enter expense transactions on the Expenses tab.noteBefore you can enter expenses, your firm needs to set up one or more activities with Expense as the activity type.
- If using grid entry, choose a staff member. Onvio defaults to the staff member currently logged in.
- Choose a date for the transactions you want to enter. If necessary, adjust the date range.
- For each transaction, choose a client and activity, and enter the number of units and unit price.
- Select a project or service as needed.
- Enter optional comments or biller notes.
Notes on Grid entry
- You can use the Tab key to move between fields.
- Begin entering data in a field, or press Space and Down Arrow to open a list of items where applicable.
- To update the tracking status for projects and tasks on this tab, selectProject Detailsin the Actions column once you've selected a project and/or task for the entry.
Notes on Form entry
- Transactions appear in the list when they fall within the selected date range.
- Available date ranges include Today, Week, Two Weeks, Month, or Custom Date Range.
- Custom date range requires you to choose the date or dates you want to view.
- Daily totals of units and amounts appear in the summary row for each day.
