Expense templates simplify entry for recurring expenses or mileage.
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Let’s say you incur the same expenses on a regular basis. The happen weekly or monthly. Here are some examples:
- Mileage, driving to and from a client office
- Items you resell to clients on a regular basis
- Shipping and receiving the same items and weight
There’s a simple way to enter these items instead of completing all the fields or all the expenses. Just create an expense template with all the fields pre-populated, and then enter a quantity into the timesheet.
For the examples above:
- Enter the number of miles to the client office
- Enter a quantity of items you resold to clients
- Enter a quantity of items you packaged and shipped