Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

To add an expense or service item, click the Add or Pick button (refer to Working with the pick operation). To open the list of services, click the Show All hyperlink. To create a new service, click Create; for more details, refer to the Items topic. You can download a list of expense or service items with prices and other details from an Excel document (an .xlsx file). For this, click the  button on the table toolbar and follow the step-by-step instructions in the appeared window. The list can be edited in the Administration module.
You can use the Up and Down (  ) arrows to rearrange the items in the list.

The Image Added icon in the first column indicates that for this item payroll deductions were defined.  For information on setting up payroll deductions, see the The Payroll Deductions dialog box section below in this topic.

In the Quantity column, the quantity of the service is specified. The UOM column is automatically populated with the default unit of measurement of the selected service item.

The Characteristic column is available if the Enable Item Characteristics option is selected on the Administration > Settings > Purchasing and Warehouses form. In this column, you can specify additional properties of each purchased item if the Use Characteristics option is selected for the item in its master record (see Items).  

The Price column is filled in automatically if the supplier price for the service is available in the system; otherwise, you can enter the price manually.

...