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Record a person's expenses
Process: Record a financial profile
The employment record includes the person's expenses. Enter a separate record for each expense if the person has more than one expense.
Record expenses for the person as follows:
Click the Expense tab. The Expense History screen appears.
To add a new expense record, click Add Expense. The Expense Details screen appears.
In the Type field, select the type of expense.
In the From field, enter the date when the expense started.
In the Amount field, enter the amount of expense payment.
In the Frequency field, select how often the person pays the expense.
Complete additional fields on the screen if you have the information.
Click Save. You are returned to the Expense History screen.
Click Next Task> below to continue.