Getting started: entering expenses

To use the expense entry function, you first have to create expense types: Go to the Settings folder, then Projects and click on Expense types. You can now enter a new expense type by clicking on the menu button +. You can enter the following information:

• Code (abbreviation as an aid for later entries)
• Text (appears on expenses entered)
• Margin
• Unit price (internal)
• Unit price (external)
• Unit price (costs)
• Enter as gross amount (yes/no)
• Reimburse (yes/no)

You can find more details in the article Expense types

Expenses can be entered in Vertec either simply in the open expense list of the user (user > open expense) or in the relevant project. To enter detailed expenses, click on the menu button + and click open expense. The single view opens, in which you can enter the relevant values.

You can find more details in the article Entering expenses