Add Expense Screen

Name

Enter a unique name to help identify the expense.

Description

Enter additional information to further identify the expense, such as an explanation of when you incur the expense.

Site

To restrict use of the expense to only users at a specific site at your organization, select the site to use the expense.

Type

Select the type of expense, such as shipping or production.

Vendor

Select the vendor associated with the expense. If necessary, you can add a new vendor here.

When you add an expense from a vendor record, this field is not available. The program automatically associates the expense to the vendor from which you add the material.

Cost

Enter the cost of the expense and select whether the cost is per piece, response, marketing effort, or per thousand. If you select Per marketing effort, the program distributes the cost across all packages that use the expense within a marketing effort. To not include the expense in the overall cost of a package or marketing effort, select Do not include.