From the sidebar navigation, clickBusiness Tools, then Expenses. By default, expenses entered for the current year are displayed.
- (1): Creates a New Expense or New Recurring Expense from the drop-down menu.
- (2): Edit an existing expense entry
- (3): Create, edit, or delete Recurring Expenses.
- (4): Click to Filter or select Clear Filter to remove any previously set. Filter options include Date Range, Payee, Amount, Check #, and Category.
- (5): Click to access Expense Category or Memorized List. Boulevard comes with pre-defined expense categories that can be deleted or edited. Additional categories can also be added. Important Note: If an expense category that has been previously assigned to an expense is edited or deleted, it will become un-linked to those entries it had been assigned.
The Memorized List contains all Payees that have been previously assigned to an expense entry. They can be deleted or edited. Edited payees will not change any previously entered expense entries, only future expense entries added. Payees can also be manually added to the Memorized List.
- (6): Choose to either Print List (expense entries currently shown), Summary by Category, or Details by Category.
- (7): Deletes the selected expenses
- (8) Auto-Fill by Payee: If selected, when creating a new expense, if the payee entered into the Pay To field has been previously used, it will pre-fill the information from the last entry added.
- (9) Search/Advanced Search: The search field will perform a quick search of the entries displayed, and can be used in conjunction or separately from the Advanced Search that filters on the columns based on the criteria set.
- (10): Expand to view additional information about the expense entered
- (11) Date: The date of the expense (Required)
- (12) Payee: The payee or description associated with the expense (Not required)
- (13) Category: The category the expense is assigned which can be either an expense, income, or other type based on the unit associated with the expense category. (Required)
- (14) Check Number: The check number associated with the payment of the expense. It can also be used to enter other payment method information. (Not Required)
- (15) Amount: The numerical amount of the expense. Typically a currency, but can also be another type of Unit depending on the expense category. (Required)
- (16): The total sum of the entries displayed in the Amount column.
- indicates a split expense.