Page Comparison

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AddExpense AddExpense

Adding an expense

To add an expense, either click the Plan Expense button or hit the "a" (for add) shortcut key.  This brings the expense edition dialog.  Check the "Plan another" box at the bottom of the dialog in order to create many expenses in sequence. 

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CopyExpenseToActual CopyExpenseToActual

Copying an expense to actual

Select an existing expense to copy to actual by clicking on it and then either click on the drop-down menu on the top-right part of the expense details view (on righthand side of the screen) and select the Copy to actual option or hit the "t" (for to Actual) shortcut key.  This will copy the selected expense to actual, including its attached files. 

You can copy multiple expenses to actual at once by selecting them in the budget (by pressing and holding the Control key while clicking the expenses to copy).  You can then copy the selected expenses the same way you copy a single expense.  The confirmation message will inform you of how many expenses have been copied.

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Expense Cost Calculation Expense Cost Calculation

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ExpenseDetails ExpenseDetails

Expense details

When selecting an expense on the budget page, more information on that expense is displayed in the details panel on the right. 

Note that you can also select multiple expenses or even a mix of positions and expenses at once by selecting multiple lines in the budget (by pressing and holding the Control key while clicking the positions and expenses).  This gives you an aggregated view showing the total costs of the selected expenditures. (Multiple Selections)

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AttachFileExpense AttachFileExpense

Attaching files to an expense

 You can attach files to an expense in order to keep related documents handy (invoices, quotations, etc.). To attach files to an expense, select it and then click button Attach Files in expense details panel on the right.  This will bring up a dialog where you can pick a file (or multiple files simultaneously, if your browser allows it) and enter an optional comment.

On this page:

• • Adding an Expense
  • Expense Recurrence
  • Expenditure Time Frame
  • Editing an Expense
  • Deleting an Expense
  • Copy to actual
  • Expense Costs
  • Expense Details
  • Attaching Files

Related pages:

• • Planned Costs
  • Actual Costs