Entering Miscellaneous Expenses (Mobile)

  1. On the Appointment Detail - Service form, select Miscellaneous to open the SRO Miscellaneous Entry - Service form.

    The SRO number and description are displayed.

  2. Accept the default line and operation or select a new SRO line and operation.
  3. Specify this information:
    Transaction Date
    Select the date of the transaction or accept the default of the current date.
    Miscellaneous Code
    Select the miscellaneous code to assign to the transaction.
    Quantity/Hours
    Specify either the quantity of the material used or the number of hours for the transaction.
    Cost
    Specify the cost of the material transaction.
    Payment Type
    Select the payment type that is used for the transaction.
    Notes
    Optionally, specify any notes for the transaction.
  4. Select Save.
  5. Optionally, select Add to enter multiple transactions.

The Misc Expenses Entered box lists all the transactions that have been entered.

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