Search Results for

    Show / Hide Table of Contents

    Expense Products

    The Expense products in this section will be available for use throughout the Expense functions.

    Viewing Expense products

    Select Expense / Products from the Settings section of the pulse menu -

    Note

    This is an example screenshot of the pulse menu.

    Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.

    or enter Expense products in the Quick Launch Side Menu.

    This will then show the Expense products on the system where normal customisation of Sets can be used.

    And Tree option will be available where you can toggle the rows to different levels.

    Tip

    To modify the columns displayed, select in the top right of the page, then tick/untick the information you want to see or not.

    More Information

    • Code: This is the code that was chosen when the product was first created.
    • Description: This will describe the expense product.
    • Expense, Sale, Purchase, Job, Loan, Stock and Payroll: These boxes are ticked showing the other features that the Product can be used in.
    Creating a new Expense product
    1. Select Expense products from one of the options as shown above in Viewing Expense products.

    2. Press New.

    3. Enter a product code.

    4. Select a Product group.

    5. Enter a product description to identify the product.

    6. Select a Unit group and Unit.

    7. Select a product type.

    8. Tick the features you would like the products to be available for.

    9. Press Create.

    In this article
    Back to top Generated by DocFX