Create an expense journal from the project when related services are delivered to the customer.
Fill in the following fields:
Field | Description |
|---|---|
Project date | Enter the date when the work was executed |
Project | Select the project |
Activity number | Select based on the project WBS |
Category | Set the project category (auto-defaults from activity) |
Resource | Define the related resource |
Description | Enter the project transaction description |
Quantity | Enter the quantity |
Currency | Set the currency |
Cost price | Set or validate the cost price |
Line property | Indicate if the work should be charged to the customer |
Sales price | Set the sales price (can default from project setup) |
Steps
Go to Project management and accounting > Projects > All projects.
In the list, find and select the desired record.
Click Expense.
Click New.
Click Lines.
In the list, mark the selected row.
In the Cost price field, enter a number.
In the Sales price field, enter a number.
In the Offset account field, specify the desired values.
Click Validate.
Click Save.
Close the page.