Adding expense items

Changing the date of an Expense item

Initially, Expense items appear with the date on which you enter them. You can change the date associated with any Expense item.

To change the date of an Expense item:

1.Tap the Expense item you want to change.

2.Tap the date of the selected item.

Tap date

3.Tap the new date.

Entering receipt details

Expense provides a variety of options that you can associate with an item. These options appear in the Receipt Details dialog box.

To open the Receipt Details dialog box:

1.Tap the Expense item to which you want to assign details.

2.Tap Details.

3.Select any of the following options:

Category Opens a pick list of system and user-defined categories.

See “Categorizing records” in Chapter 4 for more information.

Type

Opens a pick list of expense types.

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