Enter/Edit Expense Codes

When adding an Expense or Discount to a customer's account in Res, it is necessary to select the type of expense to be used. This area allows you to define and manage these Expense Codes.

1.  In Manage, click on Products and Rates from the left hand menu, then Expense Codes. A summary shows a number of pre-set Expense Codes, as well as those previously created.

2. To set the default amount for a pre-set Expense Code, enter the dollar value into the field beside the relevant Expense Code.

3. Check the Tax Exempt box if you do not wish to have GST calculated on this item when customer is invoiced (if you business is not tax registered, or for fresh food).

4. To create new Expense Codes, click on the Add More Lines button.

5. Enter the Name of the new Expense Code and a dollar amount in the Default Amount field for that Expense. This can be any amount (including $0.00) and can be overwritten when processing the expense to a customer’s account. (It is important not to create Expense Codes that perform the same functionality as the pre-set Expense Codes. If you do so, accounting errors may occur.)

6. Check the Tax Exempt box if required.

7. Click on the "Save" button.

Delete Expense Codes

1. In Manage, click on Products and Rates on the left hand menu, then Expense Codes. A summary shows a number of pre-set Expense Codes, as well as any you have previously created.

2. Click in the box in the Check to Delete column for the Expense Codes to be deleted.

3. Click  on the " Delete Selected" button.