CRM Software Expenses
Record Expenses in CRM Software
With Amphis Customer, you can record Expenses against a Customer or against a specific Job for a Customer. Or you can record a general Expense not linked to a Customer by creating a Supplier Invoice for example for stock you have purchased. Supplier Invoices can also be linked to a Purchase Order.
To create an Expense linked to a Customer you just need to go to the Customer History tab for a customer record and select Expense from the list of History Entry Types and click Create History Entry.
Then you can select a category and enter the date, description, price and tax information. You can create your own custom Expense Categories if you click the ellipsis (...) button to the right of the Category dropdown menu. Then click Maintain Lookup Data. Select Expense Category on the left. Then you can enter a new category in the New Entry field and click Add. You can also select an existing Expense Category and click Delete. Expense Tax Rates work in the same way.
Expenses for a Job
To create an Expense related to a Job, on the Create/Edit Job form, click Create Expense at the bottom of the form. Expenses stored against a Job enable you to check that the Job is within Budget or help you to create an Invoice for the Job.
Supplier Invoices (Expenses)
To create a general Expense not linked to a Customer or Job, you can go to the Suppliers menu and click Create Invoice from Supplier. You can select a Supplier or create a new one. You can enter a description and a price and optionally the invoice number.
You can edit an Expense if you select it on the Customer History tab and click View/Edit History Entry. You can edit the date and description and you can select which Job the Expense is related to or select a blank row if the Expense is not related to a Job. Currently you cannot edit the price, category or tax details. You would need to delete the Expense by clicking Delete History Entry and then re-create the Expense. You can record payments or credit notes against a Supplier Invoice but there isn't currently a facility to edit a Supplier Invoice though it is possible to delete and recreate a Supplier Invoice.
Display Expenses and Supplier Invoices (Expenses)
You can easily display the Expenses for a given time period and export them to a spreadsheet. You can view them from Reports->Expenses Created or you can go to Reports->View Customer History, unselect all but Expenses and specify a date range. For Supplier Invoices you can go to Reports->Supplier Invoices (Expenses).
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