Expenses links to Invoices and projects

When filling out Expense, select links that will help locate it in other Hanna modules. Supplier indicates the payee, while Contact links Expense to the CRM Contact. Project and Site indicate the specific work or location to which the costs belong.

In the Invoice and Proforma Invoice fields, you can select one or more documents. Verify the numbers before saving, as these links are used in records, filters, and reports. If Expense has already been included in a Invoice intended for a client, deletion may not be permitted.

When an organization uses a project budget, the Include in project budget field assigns Expense to the actual project costs. If you change the amount, project, category, or supplier, be sure to check the project budget as well.

You can initiate Expense from a related Contact, project, site, or financial document. In this case, some of the link fields are populated automatically. However, review them before saving, especially if multiple similar records were open in your browser.

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