How to Add a Client's Expenses

Info

NOTE: When setting up a new debt client, the user can be guided to this pane automatically.

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 tab

1: Click the Expenses tab - the Expenses window will open.

2: Click Add - the Add Expense Types window will open.

3: Click in the Notes field to add a note.

Add another instance of an expense

1: Click on the desired Expense Type.

2: Click OK to close the window.

Create a new Expense Type

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.