Register Entertainment Expense Codes

Explanation

Use this function to define entertainment expense codes. Expense codes entered in this tab are divided into two categories based on the value in the Availability column. Expense Codes with the type Entered by User are available to the user in the Expense Sheet while Expense Codes with the type Calculated by System are used by the system to calculate entertainment expenses into i.e. deductible and non-deductible amounts. 

An example: Users need an expense code to register expenses from a dinner event where customers where entertained. Since only parts of the total amount is deductible and allows for a VAT return, the amount registered by the user needs to be split into two other expense codes, one for the deductible amount and one for the non-deductible amount.

Prerequisites

Before you can enter Entertainment Expense Codes, you have to create an Expense Rule. If the amounts registered to the expense code should be transferred to a payroll system using the payroll interface, you need wage codes as well. 

System Effects

As a result of this entry, the user will be able to register an entertainment expense in the Expense sheet after the basic data set up in the Entertainment/Entertainment Expense Control tab is completed.

Window

Expense Rules

Related Window Descriptions

Expense Rules/Entertainment Expense Codes

Procedure

1. Select an Expense Rule in which you want to register Entertainment Expense Codes.
2. Select Entertainment Expense Codes tab in the Entertainment tab.
3. Select New.
4. Define a name and description for the expense code. 
5. Select one of the two Availability options.
6. Connect expense code to a wage code, a report code (if used in conjunction with project reporting) or a site and a sales part (if used in conjunction with IFS/Maintenance). 
7. Verify or change validity dates.
8. Save.