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To access the In House Expenses section of the software, click on the word Expenses located under the Pre Auction area.
By default the software will come with three example expenses loaded. These expenses will show as Facebook, Local Newspaper, and Miscellaneous. These are meant to be an example and will not apply any expenses to your auction unless you choose to manipulate them.
The columns for the Expenses section should read as follows:
- Type
- Account
- Pay From
- Expense Description
- Amount
To edit an existing expense you will click the pencil button on the left. If you wish to delete the expense click the red X button on the right.
To add a new expense click the New Expense button in the top right corner.
Clicking New Expense or the Pencil button will display a window with five fields that you will fill in to complete your expense.
Type: This drop down menu will allow you to select the type of expense this will be. By default the two options will be Auction Expense and Auction Marketing Expense. To learn about adding your own expenses click HERE.
Account: This drop down menu will allow you to select the account that this expense is being placed against. Think of the account as a subsection of the Type. In our example the Auction Marketing Expense has several types to choose from (miscellaneous, local newspaper, and facebook.)
Pay From: This drop down menu will allow you to select the Parent Account/Asset this payment is being made from. By default the system will have Cash and Check Written as options. If you wish to learn how to add more option please click HERE.
Description: This field allows you to enter a description for the expense. In our case we selected the Facebook account and we're entering Boosted Ad as the description.
Amount: This field allows you to enter the dollar amount that the expense will cost. The system will allow you to enter up to two decimal places.
Once these fields have been addressed click the Save button to save. You can also click the Cancel button to cancel at any time. This will bring you back to the list of expenses and you will see the new expense you added in the list.
Clicking the Gear button located in the top right corner of the page will allow you to modify the columns being displayed.
You can also use the Search Bar at the top of the page to find a specific expense that you have applied to this auction.
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