Difference between revisions of "How do I post expenses against a unit?"
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== Summary == | == Summary == | ||
− | This article explains how to post expenses against a | + | {{Units}} |
+ | This article explains how to post expenses against a unit, and how expenses get posted against a unit. | ||
== More Information == | == More Information == | ||
− | Most of the expenses against a | + | Most of the expenses against a unit are likely to be generated from work done by the workshop to prepare a unit for sale, be it a pre-delivery inspection of a new unit or preparation of a used unit. |
+ | |||
This aspect of expenses is dealt with in the articles listed at the bottom of this article. | This aspect of expenses is dealt with in the articles listed at the bottom of this article. | ||
− | === Posting expenses directly against a | + | === Posting expenses directly against a unit === |
Use the following procedure for any expenses not generated by the workshop. | Use the following procedure for any expenses not generated by the workshop. | ||
− | Go to {{Menu | + | Go to {{Menu|{{VS}}|Add or Edit Units}}. |
− | * Find the | + | * Find the unit against which you want to post expenses. |
− | * Edit the | + | * Edit the unit record. |
* Press {{KeyPress|F7}} to show the Expenses screen. | * Press {{KeyPress|F7}} to show the Expenses screen. | ||
− | ** If there are no expenses against the | + | ** If there are no expenses against the unit, the entry screen will appear immediately. |
− | ** If there are expenses against the | + | ** If there are expenses against the unit, press {{KeyPress|F6}} to create a new expense. |
==== Creating a New Expense ==== | ==== Creating a New Expense ==== | ||
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* Enter a reference, e.g. the invoice or receipt number. | * Enter a reference, e.g. the invoice or receipt number. | ||
* Enter a {{VS}} Category against the expense if required. | * Enter a {{VS}} Category against the expense if required. | ||
− | * Decide on a {{DataPrompt|Type}} for the expense. Your choices are {{DataValue| | + | * Decide on a {{DataPrompt|Type}} for the expense. Your choices are {{DataValue|Unit}}, {{DataValue|Accessory}} or {{DataValue|Cost of Accessories}}. This will define where on the Profit screen the expense will appear, and use your skill and judgement to decide where it should go. |
* Press {{KeyPress|ESC}} and accept the expense. | * Press {{KeyPress|ESC}} and accept the expense. | ||
* Repeat as required. | * Repeat as required. | ||
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* [[How do I see all costs allocated to sold units?]] | * [[How do I see all costs allocated to sold units?]] | ||
− | {{KB_Tags|expenses, | + | {{KB_Tags|expenses, unit, bike, bikes, car, cars, van, vans, motorhome, motorhomes, motor, home, homes, caravan, caravans, motorcycle, motorcycles}} |
{{FAQ}}{{KB_VS}}{{ZN_Accounts}}{{ZN_Admin}} | {{FAQ}}{{KB_VS}}{{ZN_Accounts}}{{ZN_Admin}} |
Revision as of 16:34, 8 January 2019
Contents
Summary
Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment. |
This article explains how to post expenses against a unit, and how expenses get posted against a unit.
More Information
Most of the expenses against a unit are likely to be generated from work done by the workshop to prepare a unit for sale, be it a pre-delivery inspection of a new unit or preparation of a used unit.
This aspect of expenses is dealt with in the articles listed at the bottom of this article.
Posting expenses directly against a unit
Use the following procedure for any expenses not generated by the workshop.
Go to " Unit Sales Add or Edit Units".
- Find the unit against which you want to post expenses.
- Edit the unit record.
- Press <F7> to show the Expenses screen.
- If there are no expenses against the unit, the entry screen will appear immediately.
- If there are expenses against the unit, press <F6> to create a new expense.
Creating a New Expense
- Enter the date that the expense was incurred. You should have an invoice or receipt of some description from which to enter the date.
- Enter a description of the expense.
- Enter the cost (excluding V.A.T.).
- Enter a reference, e.g. the invoice or receipt number.
- Enter a Unit Sales Category against the expense if required.
- Decide on a "Type" for the expense. Your choices are 'Unit', 'Accessory' or 'Cost of Accessories'. This will define where on the Profit screen the expense will appear, and use your skill and judgement to decide where it should go.
- Press <Esc> and accept the expense.
- Repeat as required.
See also
- How do I deal with unit preparation/PDI?.
- How are unit expenses classified?
- Unit expenses explained
- How do I log a purchase invoice as an expense against a unit?
- How do I account for Finance Commission?
- How do I see all costs allocated to sold units?