Manually add miscellaneous expenses

1. Go to HR > Timecard and Expense Stats > Misc. Expenses.
2. Select the Actions button, and then select Add Misc. Expenses.
3. Select the Project and Prime Contract #.

4. Complete the remaining fields in the section.

   If Payee Type is set to 'Company', then Payee Company is required. Typically, a credit card company (eg. Amex) would be selected if payment was made via credit card.

5. In the Expenses section, enter the Date, Description, Unit Price, and Cost code.

6. Complete the remaining fields as needed.

   The Cost Resource (M/L/E/S/O) categorizes the expense by Material, Labor, Equipment, Sub, and Other. The default value is Materials (M).

7. For cost-plus prime contracts, select the Billable Status.

   • Billable: Expense can be imported into Prime Contract Invoice.

   • Unbillable: Expense cannot be imported into Prime Contract Invoice.

   • On Hold: Unclear at this time if expense can be passed on to the customer.

   Skip this field for fixed-lump-sum and unit-price contracts.

8. If you're an administrator or financial administrator, you can enter the Status Date and Select Approved in the Status field.
9. Click Add or Add and Close.