Quick Questions: Expense Templates

Expense templates simplify  entry for recurring expenses or mileage.

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Let’s say you incur the same expenses on a regular basis. The happen weekly or monthly. Here are some examples:

  1. Mileage, driving to and from a client office
  2. Items you resell to clients on a regular basis
  3. Shipping and receiving the same items and weight

There’s a simple way to enter these items instead of completing all the fields or all the expenses. Just create an expense template with all the fields pre-populated, and then enter a quantity into the timesheet.

For the examples above:

  1. Enter the number of miles to the client office
  2. Enter a quantity of items you resold to clients
  3. Enter a quantity of items you packaged and shipped