Expense Window

Expense Window

Expense Basics

Click on the button marked "Expense Records" at the bottom of the main window. The Expense window will appear.

At the top is a drop-down menu to select an expense that is in your database. The expense's information can then be viewed/entered in fields below this drop-down list.

At the bottom is a row of buttons that are used to enter records, delete records, save the records, and view all of the expense records that you have entered.

Adding Expense Records

Enter A New Record

Click on the button marked "Expense Records" at the bottom of the main window. The Expense window will appear.

Click on the Enter A New Record button. This will place you in the For Building box. Use the drop down arrows to open a drop down box and then select the building that the expense is for.

Either click in the other fields or use the tab key to go between the different fields.

Building, expense amount, expense date, description, and paid date are required fields!

The information entered in the Description field is strictly to identify the expense. If you are entering an expense that has an identical description as one already in the system, it will help to distinguish between the two if you append a number (or other information) to the description. (ie. Windows 402 Main Street Cleveland, Drywall 402 Main Street Columbus)

Save This Record

Now we need to save the information that we just entered. You have the option of selecting Save This Record and Close. This will save the information and then close the Owner window and return to the main window.

The Save This Record button will save the information and leave the Owner window open so you can continue working.

NOTE: If you have multiple expenses to enter you can click the Enter A New Record button to save the information and open another new record at the same time.

Editing Expense Records
*Add/Edit Expense Records* At top of the Expense window you will see a box labeled "Find an Expense". Use the arrow to open a drop down screen and choose the expense that you want to edit. The related information will be filled into the fields. You can then use the tab key or click in the field(s) that need to be edited.
After all the information has been edited, press on either Save This Record and Close or Save This Record if you would like to continue work in this window.

Deleting Expense Records

Warning: Once A Record Is Deleted It Can Not Be Undeleted!!!!

Find the Expense

At top of the Expense window you will see a box labeled "Find an Expense ".

Use the arrow to open a drop down screen and choose the Expense that you want to delete. The related information will be filled into the fields.

Deleting a Expense

Check to see that you have the right Expense.

Click on Delete This Record.

Press Yes at the delete confirmation.

Viewing All Expense Records

*Displaying Expense Records* Click on Expense Records in the main window. After the Expense window opens, select View All Records from the bottom of the window. All the Expense and their information will be displayed in column format.
*Editing Building Records* You can not make any changes to the data displayed. To edit these fields see *Editing Expense Records. You may reorder the records relative to the heading by clicking on a column heading. If recent changes to the Expense records are not displayed, click on the Refresh* button at the top left of the window. Click Close button to close this list.