Complete the guided entry workflow to enter expenses paid through an invoice.

1. Go to the Add an Expense page to get started:
   • From the sidebar menu, go to Expenses. On the Expenses page, select Add Expense.
   • From your dashboard, select Add > Add Expense.
2. From the Add an Expense page, choose to enter an expense by Invoice.
3. Enter a vendor.
   • For an existing vendor, enter the Vendor Name.
     Tip: Start typing the vendor's name to show a list of vendors currently in the system.
   • For a new vendor, select Create Vendor. For setup details, see Create a Vendor.
4. Select next to continue.
5. Enter the invoice details:
   1. Enter the Invoice Number.
   2. Optionally, enter an Invoice Description.
   3. Select an Invoice Issue Date.
   4. Enter the Cost Before Tax amount.
   5. Enter the total Tax amount.

   The total expense displays at the bottom.

6. Select next to continue.
7. Enter the invoice due date:
   1. Select a Due Date.
8. Select next to continue.
9. For a Job expense:
   1. Select the Job the expense is associated with.
   2. Select the Cost Type. The options available in the dropdown come from the cost types entered when setting up the job.
   3. Select the Budgeted Item.
   4. Enter an Item Description (optional) and the Cost.
   5. Select Add Item.
10. For an Overhead expense:
    1. Enter an Item Description for the expense.
    2. Enter the Cost.
    3. Choose the Account you want to file the expense to.
    4. Select Add Item.
11. Select next to continue.
12. Review the Transaction Details. Select the headings to go back to those sections to edit.
13. When you are done and ready to post the transaction, select Submit.