T&M Expenses

Navigation: Finances → T&M Expenses

T&M Expenses indicate information about expenses related to T&M contracts. T&M Expenses can be billed for client.

Review T&M Expense form

Expense_overview1

 

1. General information about T&M Expense is provided in tab General. You have to fill in this information when creating new T&M Expense.

2. In tab Media it is possible to attach files. Click Select Files or do Drag & Drop.

3. In tab Notes it is possible to leave notes. Click Add note to create new note.

4. Available Info Tabs:

5. Available navigation buttons:

  • Add new: is used to create new T&M Expense.
  • To list: is used to go to the list of T&M Expenses.

Create new T&M Expense

To create new Purchase follow these steps:

1. Go to Finances → T&M Expenses and in the list of T&M Expenses click Newor go to related Project’s tab Budget and click Add_Create_new.
2. Fill in fields in tab General:

  • Title: indicates what the particular T&M Expense is.
  • Status: indicates the Status of particular T&M Expense  (list is taken from Settings → Expense → Status).
  • Planned amount: indicates planned value of the T&M Expense.
  • Planned date: indicates planned date of the  T&M Expense.
  • Actual amount: indicates actual value of the T&M Expense.
  • Planned cost amount: indicates planned cost value of the T&M Expense.
  • Actual cost amount: indicates actual cost value of the T&M Expense.
  • Expenditure date: indicates the date when the T&M Expense was done.
  • Tax: tax rate for the T&M Expense.
  • Document number: indicates unique document number of the T&M Expense.
  • Approval date: indicates Approval date of the T&M Expense.
  • Approved by: User who has approved the T&M Expense.
  • Add to report: turn ON that the T&M Expense would be included in relevant Time reports.
  • Supplier: indicates supplier (list is taken from Sales→ Accounts)  of the T&M Expense.
  • Account: indicates Account for whose contract the T&M Expense is being used.
  • Project: indicates Project that the T&M Expense is used for.
  • Activity: indicates Activity that the T&M Expense is used for.
  • Acceptance certificate: indicates Acceptance Certificate that the T&M Expense is related to.
  • Owner: indicates Owner of the T&M Expense. By default it is the user who is entering expense’s information. If required can be manually changed.

3.Click Save.

New_Expense

Create Task related to T&M Expense

It is possible to create Tasks related to T&M Expense in several locations of the system: Kanban window, Tasks list window, T&M Expense form, T&M Expenses list window.

To create new Task related to T&M Expense in the T&M Expense form follow these steps:

1. In tab Tasks click Add_Create_new.
2. Fill in Task’s information and click Save.

Task of proforma

 

Generate a set of Tasks related to T&M Expense (initiate Process)

It is possible to generate a set of Tasks related to Purchase from a template (initiate a predefined process). To generate a set of Tasks related to T&M Expense follow these steps:

  1. In tab Tasks click  Lead_create_task and select Process or in tab Process click New_process.
  2. Select process template from the drop-down menu (list is taken from Settings → Processes).
  3. Define date when process should start / finish.
  4. Define date type: Start – First Task of the process will start on the indicated date, Finish – dates of the process Tasks will be defined so that the process would end on the indicated date. Important: there is a possibility to define process finish date only if process does not have decision tasks.
  5. Active Update dates option automatically updates tasks dates when changes in process task planned dates are made.
  6. Click Save.

Process2

 

Perform actions in the list of T&M Expenses

Expense_list

1. As in all lists, you can work with T&M Expenses by using standard functionality buttons: filter T&M Expenses, add new T&M Expense, change table properties, search T&M Expenses, narrow or extend information view-able in table cells, copy T&M Expense, edit or add additional information to the T&M Expense, delete T&M Expense from the list.

2. It is possible to see how many related Not Started, In Progress, Waiting, Done or Cancelled tasks T&M Expenses has.

3. It is possible to perform actions with T&M Expenses in the list without opening the entries. After selecting single or multiple T&M Expenses by marking lines Markor selecting all T&M Expenses by clicking Button button available actions are:

  • Export records: is used to export selected T&M Expenses to MS Excel file.
  • Assign Group: is used to assign selected T&M Expenses to a group.
  • Remove Group: is used to remove selected T&M Expenses from a group.
  • Set Status: is used to set status of selected T&M Expenses.
  • Set Type: is used to set type of selected T&M Expenses.
  • Set Owner: is used to set owner of selected T&M Expenses.
  • Set Visible in Report: is used to set selected T&M Expenses visible in Time reports.
  • Set Not Visible in Report: is used to set selected T&M Expenses not visible in Time reports.
  • Create Task: is used to create new Task related to selected T&M Expenses. In case several T&M Expenses are selected several Tasks will be created.