How to Create an Expense Slip in Sage Timeslips’ Slip Entry Window
You use the Slip Entry window in Sage Timeslips to create expense slips in pretty much the same way you create time slips, with a few exceptions:
Click the right edge of the New (plus sign) button and choose Expense Slip from the drop-down menu that appears.
Click the New (plus sign) button, and Timeslips displays a time slip. Click the Expense option at the top of the window to enter an expense slip.
Fill in the top of the expense slip in the same way you fill in the top of a time slip: supply a timekeeper, a client, an expense, and if you’re using references, a reference. If you set up the expense to include a default description, it appears in the large text box, where you can edit it or add to it. If no text appears in the text box, type a description.
Supply start and end dates for the date when you incurred the expense. The area beside the Start Date and End Date fields changes to accommodate an expense slip. Supply a quantity for the expense and, if necessary, select a different price level.
If necessary, make changes to the Billing Status, Markup and Adjustment, and Attachments sections.
You may want to scan any expense receipts, attach them to the slip, and include that attachment with the client’s bill.
Click the Save (disc) button on the vertical toolbar on the right to save the expense slip.
On occasion, you’ll incur expenses that you don’t intend to pass on to your client. To get an accurate picture of how much you earn, you need to take these expenses into account and should, therefore, create slips for them even if you don’t intend to bill your client for them.
As you do in time slips, you can set the Billing Status field of an expense slip to something other than Billable.