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Accounting

Right arrow Loan Manager
  • Create New Loan
  • View Existing Loans
  • Right arrow Payables
  • Entering Bills
  • Paying Bills
  • Vendor Credit Accounts
  • Recurring Bills
  • Right arrow Receivables
  • Invoicing
  • Customer Payment Receipts
  • Customer Payment Receipts (Bulk)
  • Pending Receivable(s) to be Created
  • Receivables Awaiting to be Applied
  • Customer Credit Accounts
  • Recurring Invoicing
  • Customer Statements
  • Process Customer CC/ACH Payment
  • View Recurring Statements
  • Recurring Customer CC/ACH Payments
  • Right arrow Banking
  • Reconcile...
  • Create Misc. Adjustments
  • Registers...
  • Transfer Funds
  • Deposit Funds
  • Deposit Slip Printing
  • Spend Cash
  • Spend Cash (Bulk)
  • Right arrow Expense Report Rules
  • Create Expense Report Rule
  • View Expense Report Rules
  • Right arrow Targets & Budgets
  • Create Target
  • View Targets
  • Create Budget
  • View Budgets
  • Right arrow Fixed Assets
  • Create / View Asset
  • Right arrow Period Closeouts
  • Accounting Period Closeouts
  • Right arrow Financial Reports
  • Financial Report Features
  • Balance Sheet
  • Right arrow Printing & Reports
  • Reporting Features
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    Create Expense Report Rule

    Create Expense Report Rule

    Create expense report rules to track / control in-house spending by simply setting a few parameters.  Set how you want to track (daily, weekly, monthly, etc), your tracking period (total length of tracking) and your total budget and the system will create a period budget amt.


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    Expense Rule Criteria

    Expense rules are very flexible when it comes to what areas you want to control spending.  You can set one or many criteria and the system will track based on your selections.


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    Expense Rule Action / Access

    The action / access tab allows you to tell the system what to do when limits are reached.  You can do nothing, warn the user of exceeding limit and those items will be flagged and can be quickly pulled when reporting and deny item.  Access area allows you to share or allow other user to view and/or edit the expense rule.


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