Admin: Expense Templates Page

Expense Templates are templates for commonly entered expenses for your workers, including expenses tied to vendor mark-up percentages.

Watch the video tutorial here:

Step-by-step instructions:

1. To create an expense template, choose Admin - Expense Template from the left sidebar.
2. Select the column chooser to add/remove columns, click the header of any column to sort against that column, and click and drag a column to a different position on the page.  
3. Once you set your filters and columns, click Export to extract your data for reporting purposes. 
4. To add a new expense template, click the +Add Expense Template button at the top right-hand corner of the page.  Enter the Description, the cost associated with the expense, and determine if the expense is taxable and if a markup needs to be applied. 
5. If the Taxable Compensation box is checked, this item is considered compensation, and taxes should be applied.  
6. If this expense is considered a 'pass through' cost, such as reimbursement for items already taxed, uncheck this box when creating your expense template. 
7. If the vendor markup should be applied on top of the cost of this expense, checkmark this box. When checked, the system will use the set markup associated with this vendor on the 'Vendors' page within the system. 
8. If a Markup Tier should be applied to this expense but not their standard markup percentage, you can select which markup tier this vendor should have applied when using this template. These tiers can be located or set under the Vendors page within the system. 
9. To Edit or delete an expense template, click on the description name of the template.  Here you can edit the description and cost associated with the expense as needed.   

If you need additional assistance creating an expense template, please contact SimpleVMS support at 888-255-8918 ext.2 or support@simplevms.com.