There are multiple ways to add expenses to a project in TRX. One way is to manually enter them using the Expense Entry screen. You have several options when manually entering an expense such as specifying whether the expense is billable or marking the expense as freight or install. The expense entry screen is a batch process screen, which means that multiple expenses can be entered and saved but they do not post to the project until they are processed through the process expenses screen.
- Project – The project you are applying the expense to.
- Expense Date – The current date defaults in but can be changed.
- Task – Every project has at least one task. You must choose a task for the expense.
- Sub-task – If there is a sub-task it can be applied here.
- Expense Amount – The amount of the expense.
- Amount/Markup% - The default markup is set per company in the Project Setup screen but can be changed per project task in the "Tasks" tab in the Project Entry/Edit screen. The percentage cannot be changed in this screen.
- Description – Here you enter a description of the expense. It helps to be descriptive since it will show on the project audit trail and you may not remember what that $100.00 was for a year or so down the road.
- Bill – Check box to designate if the expense is billable.
- Tax – Check box to designate if this expense is taxed.
- FRT – If the expense should be categorized as a freight charge you must check this box.
- Inst – If the expense should be categorized as an install charge you must check this box.