To access the Additional Expenses document list, go to Purchasing > Purchasing Documents > Additional Expenses.

You can register additional expenses incurred on specific purchases, sales, or transfers. The expenses listed in each document will be distributed over the costs of inventory items listed in the same document.

The Additional Expenses document list

The list of Additional Expenses includes all the documents of this types available in the system. If you don't see a specific document, rearrange the list by date or document number or use the Search field to locate the document by a string in its description, company name, date, or amount. You can change the list display settings to suit your particular needs. To learn more about the list display settings, see Working with the item list.

For Additional Expenses, the following transaction types are available: For Purchase, For Sales, For Transfer.

Additional Expenses can be created from documents of the following types: Invoice, Invoice Received, Warehouse Transfer.

Note. If additional expenses are applicable to a supply which was registered by multiple Invoices or Invoices Received, or Transfers, you can select the related documents in a respective document list and create one Additional Expenses document for the selected documents.

An Additional Expenses document itself can be used as a basis for the following documents:

• Money Expense (Plan): To include the payment for particular expenses into cash flow forecast
• Cash Payment: To register the payment made by cash
• Bank Payment: To register the payment made from a bank account
• Cheque Issued: To register a cheque issued to the supplier
• Payment Terms Adjustment: To adjust the payment terms originally used for expenses
• Tax Invoice Received: To generate a tax invoice received for the expenses

The toolbar buttons

To manually create a new document of the Additional Expenses type, click the Create button on the toolbar. 

To edit an existing document, double-click the line with the document in the Additional Expenses list. You can also select the line, right-click it, and select Edit or click More actions > Edit on the toolbar. If you need to print the selected document, send it by email, or perform other operations, refer to List Toolbar.

To create a document based on an Additional Expenses document including a Tax Invoice Received, select the appropriate document in the list, click the Generate button and select the required document type. The data from the Additional Expenses will be automatically copied to the new document.

Note. You can pay for multiple Additional Expenses documents of the same origin by creating only one payment. For this, apply a filter for the supplier (service provider), select the related documents in the list, click Generate and select the appropriate payment type.

If you need to send the selected document by email, or perform other operations, refer to List Toolbar.