Difference between revisions of "How do I post expenses against a unit?"
From Catalyst
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** If there are no expenses against the vehicle, the entry screen will appear immediately. | ** If there are no expenses against the vehicle, the entry screen will appear immediately. | ||
** If there are expenses against the vehicle, press {{KeyPress|F6}} to create a new expense. | ** If there are expenses against the vehicle, press {{KeyPress|F6}} to create a new expense. | ||
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| + | ==== 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 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 a description of the expense. | ||
Revision as of 16:28, 13 September 2011
Contents
Summary
This article explains how to post expenses against a vehicle, and how expenses get posted against a vehicle.
More Information
Most of the expenses against a vehicle are likely to be generated from work done by the workshop to prepare a vehicle for sale, be it a pre-delivery inspection of a new vehicle or preparation of a used vehicle. This aspect of expenses is dealt with in the articles listed at the bottom of this article.
Posting expenses directly against a vehicle
Use the following procedure for any expenses not generated by the workshop.
Go to " Systems Unit Sales Add or Edit Vehicles".
- Find the vehicle against which you want to post expenses.
- Edit the vehicle record.
- Press <F7> to show the Expenses screen.
- If there are no expenses against the vehicle, the entry screen will appear immediately.
- If there are expenses against the vehicle, 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 'Vehicle', '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 Vehicle Preparation/PDI?.
- How do I find Vehicle Sales Order PDI/Preparation jobs?.
- How are Vehicle Expenses classified?
- Vehicle Expenses Explained
