How to Add a Clients Expenses
Info
NOTE: The correct part of the Debt Management System must be authorised for each user first. Click here for instruction.
Open Search window
1: Click Search from the menu – the Search window will open.
Select a client
1: If required enter some search criteria or click enter for all records.
2: Double click the desired client – the client will open.
Open the Expenses window
1: Click the Expenses tab – the Expenses window will open.
2: Click Add – the Add Expense Types window will open.
Add an expense
1: Click on the desired Expense Type.
2: Click OK to close the window.
Create a new expense
1: Click Add – a new entry will be created.
2: Enter a description for the Expense Type
3: Click OK to Save Expense Type and close the window.