STEP 1
Go to Expenses -> click Add
STEP 2
Choose if this is an internal expense or, if a customer related one, select Customer
STEP 3
Fill in the rest of the information:
Fiscal Entity (Required)
Expense Date
User
Type (Required) - select one of the type expenses defined in Configurations - Others settings -> Expenses
Customer - select from the list of active customers in KeyVision
Project - select from the list of active projects/files available on the selected customer/project;
Reference
Quantity & Price - quantity is visible only for selected expenses, as configured in the Expense Type screen (e.g. Traveling, configured per km)
VAT code (Required)
Currency & Total amount with VAT
Description - will be added in with the description of the expenses, which will appear in the invoice annex
STEP 4
Save