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Managing Standard Expenses (Expense Templates)

Standard Expenses allows you to setup and store all of your usual and regular advertising costs that you incur on a property or that you may want to charge back to the Vendor through VPA.

For Example: You might have 3x signboard products you offer, small, medium and large, each costing $100, $200 and $300 (respectively). You can store these 3 Standard Expenses and apply them to properties when needed.

Standard Expenses are used as a template only. Once applied to the property you can change the price for that individual property if required.

To ADD a new Standard Expense:

  1. Click on the Admin menu.
  2. In the left-column menu click Standard Expenses.
  3. Still in the left-column menu click  Add Standard Expense.
  4. The New Standard Expense window will appear, here you need to:
    • Enter the name of the expense (i.e. Signboard Large)
    • Select the Role responsible for the expense (i.e. Vendor)
    • Enter the amount the expense costs (i.e. 600)
  5. When you are ready to create your new standard expense click Create Standard Expense.

To EDIT a Standard Expense:

  1. Click on the Admin menu.
  2. In the left-column menu click Standard Expenses.
  3. The Standard Expenses screen will load. Click on the name of the expense you want to edit.
  4. The edit screen for your expense will appear, here you can:
    • Modify the name of the expense (i.e. Signboard Large)
    • Modify the Role responsible for the expense (i.e. Vendor)
    • Modify the amount the expense costs (i.e. 600)
  5. When you are ready to save your changes click Update Standard Expense.

To REMOVE a new Standard Expense:

  1. Click on the Admin menu.
  2. In the left-column menu click Standard Expenses.
  3. The Standard Expenses screen will load. Click on the name of the expense you want to remove.
  4. The edit screen for your expense will appear, click Delete and confirm you want to delete the standard expense.

For more information on how to apply an expense to an individual property, please refer to this article.

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