How do I associate an Expense Item?

Expense items can be associated with Products and/or Orders.

The associate feature is only available for categories with an  Associated Type of Other.

To associate an existing expense line item via the expense list page:

1. Click on the Expenses tab in the top navigation bar

2. On the list page that appears, select the Expense Line Items tab. This will show you a view of your expenses by their line items.

3. Click the Associate... link for any expenses you wish to associate

4. In the form that appears, select the product and/or order you wish to associate the line item

5. Click the Associate button to confirm the linkage and return to the list view.


To associate an existing expense line item via the order view page:

1. Navigate to the Expense containing the line item you wish to associate

2. Click the Edit Items button located to the far right of your page

3. Click the Edit Associations link 

4. In the form that appears, select the product and/or order you wish to associate the line item

5. Click the Associate button to confirm the linkage

6. Click the Save Expense to confirm the changes to the Expense.

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