Editing Expense Models

This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.4.
For the latest version of this help file can be found here.

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You create or modify expense models by clicking New Expense Model or Edit in the View section of Coding Definitions | Work Orders | Expense Models. For an overview of expense models and MainBoss accounting in general, see Accounting Facilities.

The expense model editor contains the following:

Details section: Shows basic information for the record.

Code: A brief code to identify this record. No two records may have the same code.

Description: A longer description of the expense model.

Comments: Any comments you want to associate with the model.

Default Item Expense: The expense category to be used by default whenever a new item is demanded on the work order. For more on expense categories, see Expense Categories. For more on item demands, see Demand Item.

Default Hourly Inside Expense: The expense category to be used by default whenever hourly inside work is demanded on the work order. For more on hourly inside demands, see Demand Hourly Inside.

Default Hourly Outside Expense: The expense category to be used by default whenever hourly outside work is demanded on the work order. For more on hourly outside demands, see Demand Hourly Outside.

Default Per Job Inside Expense: The expense category to be used by default whenever per job inside work is demanded on the work order. For more on per job inside demands, see Demand Per Job Inside.

Default Per Job Outside Expense: The expense category to be used by default whenever per job outside work is demanded on the work order. For more on per job outside demands, see Demand Per Job Outside.

Default Miscellaneous Expense: The expense category to be used by default whenever a miscellaneous expense is demanded on the work order. For more on miscellaneous expenses, see Demand Miscellaneous.

Receive Item to Temporary Holding Cost Center: The expense category associated with receiving an item from a vendor and putting it into a temporary storage location. For more on receiving items, see Receiving Items.

Expense Mappings section: Lists the expense categories associated with this expense model. For more on expense mappings, see Expense Mappings.

Units section: Lists the units associated with this expense model. If a unit is associated with an expense model, the model is used as the default for any work orders on the unit. For more about units, see Units.

Work Orders section: Lists work orders that use this expense model. For more on work orders, see Work Orders.

Tasks section: Lists tasks that use this expense model. For more on tasks, see Tasks.

Save: Saves the current record. The editor window stays open in case you want to make more changes to the same record.

Save & New: Saves the current record and sets up the window for you to enter a new record. Fields in the new record will be blank or set to default values.

Save & Close: Saves the current record and closes the editor window.

Cancel: Closes the window without saving any changes you've made to the record since the last time you saved. When you Save the record, the Cancel button changes to Close, indicating that you can safely close the window without losing any changes.

Close: Closes the window. This button only appears after you've saved changes with Save or before you've entered any data at all. Otherwise, the button is labeled Cancel.

For more on expense models, see Expense Models. For more on viewing such records, see Viewing Expense Models. For more on editors in general, see Using Editors.

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