6.3 Creating New Expense Sheets

Creating New Expense Sheets

This page describes creating new Expense Sheets and includes the following sections:

 

Creating New Expense Sheets from the Expense Sheet Module

  1. On the Navigation Panel , click

    The Expense Sheets module opens.
  2. On the ribbon, click

    A new line is added to the Expense Sheet grid and an Add New Expense Sheet pop-up window or in-line editor opens.
    Note: Clarizen in-line editors are equipped with and ​ options, whereas pop-up windows are not.
    Layouts for defining new items can be configured to display information and/or fields as pop-up windows or as inline editors by your organization's Admin user, via Layout Settings .

Figure 1: Add New Expense Sheet Form

  1. Edit the Expense Sheet field as necessary.
  2. Click
  • OR
  • Click to save the Expense Sheet and create another new Expense Sheet.

    OR
  1. Click

    The Add New Expense Sheet form expands.

Figure 2: Expanded Add New Expense Sheet Form

  1. Click i n the Date field and define the date on the calendar.
  2. Click in the Default Project field to select a project.
  3. Click in the Owner field to assign a user.
  4. Click in the Approver field to assign a user.
  5. Click in the Expenses field to add an additional expense.
  1. Click

    OR
  • Click to save the Expense Sheet and create another new Expense Sheet.

 

 

Creating New Expense Sheets from the Relations Panel

  1. Select a project.
  2. On the Relations Panel , click
  3. Click

    The Add Related Expense Sheets multi-find window opens.
Tip: An existing Expense Sheet can be selected from the Add Related Expense Sheets multi-find window .
  1. On the Add Related Expense Sheets multi-find window, click
    An Add New Expense Sheet form opens.
  2. Edit the Expense Sheet field as necessary .
  3. Follow steps 5 through 10 of the above procedure.

 

 

Creating New Expense Sheets from a Grid Column

  1. Ensure the column for Expense Sheets appears in the grid.
  1. Select a project.
  2. Double-click the Expense Sheet Item in the column.
  3. Click located right of the Title field.

    The Add Related Expense Sheet multi-find window opens.

Tip: An existing Expense Sheet can be selected from the Add Related Expense Sheets multi-find window .
 
  1. On the Add Related Expense Sheets multi-find window, click

    The Add New Expense Sheet form opens.
  2. Edit the Expense Sheet field as necessary .
  3. Follow steps 5 through 10 of the first procedure.

 

Have more questions? Submit a request

Comments

Powered by Zendesk