Where BIM › Equipment › TMS › Expense record
Steps
- First create the types in Equipment › TMS › Transportation expenses: Description, Product, Analytic account, Type (only or Recurrent) and Price.
- In Expense record click New and choose the type in Expenses.
- Choose the vehicle in Equipment (you create them in Equipment › TMS › Transport equipment): its Driver and its Project are proposed.
- Fill in Supplier, Date, Amount, Kilometers and attach the ticket in File.
- Click Confirm and then Invoice: the vendor bill is created with the project's analytic and it becomes Invoiced.
Warning
Without a product on the expense type or in the settings, Invoice warns: “The expense type … has no product and there is no default expense product in the BIM settings…”.
The invoice analytic is that of the project (the expense type's Analytic account is not used). If the project has no analytic account, the invoice comes out without it and the expense does not reach the project cost.
Site note
Once the invoice is created, the smart button on the form opens it.
If the expense type has no Product, the Product expense invoice from the Bim 2.0 settings is used.