Manager.io/Manager

Expense Claims enables the recording of expenses paid out of pocket or by personal credit card. 
 
After enabling this plugin a tab for Expense Claims will be added to the left menu. 
 
Click the New Expense Claim button and complete the required fields. 
 
Credit Account is for the general ledger account of the person that paid for 
the expenses. To set up the account, click the Settings tab and select  
Chart of Accounts. The new account should be classified under Equity or 
Liability depending on the business structure or if the Payer is an  
employee or a proprietor. 
 
Payer is for the name of the person that paid for the expenses. 
 
Payee is for the name of the person or business that received the  
payment. 
 
Account is to classify the expense. Select the correct expense account but  
if the payment was for an outstanding Purchase Invoice entered using the 
Purchase Invoice plugin then enter as the account - Accounts Payable 
and select the Purchase Invoice. 
 
Description is an optional field for other information if it is required. 
 
Expense Claims is used only to record the expense. If a reimbursement to the Payer is required after the expense was recorded under this plugin, go to Spend Money under the applicable Bank Account or Cash Account and select as the account the Credit Account used when the expense was recorded. 
 
Use this plugin only if you need to record an expense that is not reimbursed or if you need to record the expense but reimburse it later.   
 

Expense Claims enables the recording of expenses paid out of pocket or by personal credit card. 
 
After enabling this plugin a tab for Expense Claims will be added to the left menu. 
 
Click the New Expense Claim button and complete the required fields. 
 
Credit Account is for the general ledger account of the person that paid for the expenses. To set up the account, click the Settings tab and select Chart of Accounts. The new account should be classified under Equity or Liability depending on the business structure or if the Payer is an employee or a proprietor. 
 
Payer is for the name of the person that paid for the expenses. 
 
Payee is for the name of the person or business that received the payment. 
 
Account is to classify the expense. Select the correct expense account but if the payment was for an outstanding Purchase Invoice entered using the Purchase Invoice plugin then enter as the account - Accounts Payable and select the Purchase Invoice. 
 
Description is an optional field for other information if it is required. 
 
Expense Claims is used only to record the expense. If a reimbursement to the Payer is required after the expense was recorded under this plugin, go to Spend Money under the applicable Bank Account or Cash Account and select as the account the Credit Account used when the expense was recorded. 
 
Use this plugin only if you need to record an expense that is not reimbursed or if you need to record the expense but reimburse it later. 

Purchase Order

Delivery Date

Delivery Instructions

Delivery Address