Create a new Expense Code Xref

To create a new Expense Code Xref:

1. Select Tables > Expense Code Xref.

   

2. Click the New icon on the toolbar, to open a new Expense Code Xref schedule form. Note that you can also select Form > New from the menu, or press Ctrl + N on your keyboard.

   

3. In the Cross Reference List Name text box, type a 1-4 character name.
4. In the Cross Reference List Description text box, type a 1 - 30 character description.

5. Click the Spell Check icon on the toolbar to initiate the spell checker. Note that you can also select Form > Spelling from the menu, or press F7 on your keyboard.

6. Click the Save icon on the toolbar to save the new cross reference. Note that you can also select Form > Save from the menu, or press Ctrl + S on your keyboard.

   Once saved the Expense Code Xref schedule icon appears.

   

7. Click the Expense Code Xref icon to open the Expense Xref Schedule.

   

8. In the Firm's Code column, type in the expense code as used by the firm.  

   The code may also be looked up by clicking the lookup icon to display a list of all Expense Codes in the Standard Expense Schedule.

9. Type in the appropriate Client's Code and Client's Description.  

   The Client's Code may be 1-8 characters in length, and the Client's Description may be 1-99 characters in length.  The Client's Code and Client's description are the expense codes that the client requires for their bills.

10. Click the Save icon in the toolbar. Note that you can also select Form > Save from the menu, or press Ctrl + S on your keyboard.

 

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