Search

Juris® Answer Center

Create an Expense Entry

  • Updated

To create an expense entry, open Expense Entries, create a batch, select the batch type, enter the expense entry details, add attachments if needed, and save the entry. Normal batches must be posted before they are complete.

Use this procedure to create an expense batch and enter a new expense entry in Juris.

Create an expense entry

  1. Select Transactions > Expense Entries. 

  2. Create a new expense batch using either of the following options:

    • Click the New icon on the toolbar.
    • Select Form > New > Expense Entry.

    The Expense Batch Type window opens.

     

  3. Select the Batch Type to create:

    Batch type Description
    Normal The typically used batch type. Items are not finalized until the batch is posted. This allows users to enter items, verify accuracy, and make changes before journal entries are written.
    Direct Items are posted as they are saved, so a separate posting step is not required. If a change is needed, it must be made in an adjustment batch.
    Adjustment Used to make changes to items entered in a posted batch, including posted normal batches and direct batches.

  4. Click OK.

    The expense batch window opens.

  5. In Comment, enter a name for the batch, or accept the default.

    Juris automatically generates the default batch name using the next available batch number, the user ID of the person creating the batch, and the date the batch is created. For more information, see Batch Naming Conventions.

  6. Click New, then enter the expense entry details. 

    Tip: Press F9 in any field to duplicate the value from the previous expense entry. Fields can also be set to duplicate automatically in Expense Entry Preferences, which can be accessed by selecting Tools > Preferences from the Expense Entry window.

Add attachments

Optional: Add attachments to the expense using either of the following options:

  • Click Add File to attach an existing file to the expense.
  • Click Scan to scan a hard copy attachment to a file and attach it to the expense.

Existing attachments can be opened in their native software program by clicking them in the Attachment(s) text box.

After an expense is posted, attachments can only be viewed. They can no longer be edited.

Attachments can be removed before the entry is posted. To delete an attachment, click it in the Attachment(s) text box, then press Delete.

If the entry is posted but not billed, you can remove the attachment using an adjustment batch.

For more information about attachments, including supported formats, see Using Attachments.

Save the expense entry

Save the expense batch using any of the following options:

  • Click the Save icon on the toolbar.
  • Select Form > Save.
  • Press Ctrl+S.
  • Click the Back one level icon. Juris prompts you to save before exiting the screen.

Normal batches must be posted before they are complete. For more information, see Expense Entries Advanced Topics.