You can select an existing expense and easily modify it. In the expense details view at the right, click the ellipsis (...) and select Edit, or hit the "e" (for edit) shortcut key to display the Update Planned Expense dialog.
Name of the expense.
Examples: Rent for 222 Main Street, IDE licenses, Printer toner, Web hosting fee
Amount of the expense. Note that in the case of a recurrent expense, the amount of the payments for that expense will depend if it is amortized or not. For an amortized expense, the amount entered here will be evenly split by the number of payments defined in the recurrence definition. Otherwise, the amount of each payment is the amount entered in this field.
Category of the expense. OPEX, CAPEX, FINEX. See Categories for more information about each option.
Type of expense. This gives you access to a list of pre-defined expense types you can use to classify your expenses and for filtering in reports. You can begin typing in this field to quickly find a match, or click the drop-down arrow to select from the list.
You require Tempo Account Administrator permissions to add to or edit the list of Expense (and Revenue) Categories (types). To access the Expense & Revenue Categories, select Tempo > Settings.
By default, an expense occurs on a single date. To edit the date or to make the expense recurrent (and possibly amortized), click the Edit link to access a dialog that allows make changes. As you edit values in the dialog, the recurrence summary updates dynamically in the text field located immediately above.
When selected, the payments for the expense are split over a period of time. This option is available when the Repeat value in the Recurrence definition dialog is a value other than Once. When amortized, the expense is evenly split into payments that are scheduled on the dates defined in the Recurring field.
Specifies the Tempo Account to associate the expense with (optional).
You can choose to enter a description for the expense.
Copying an expense
You can create a of copy an existing expense and modify it as needed. Either click the () icon or hit the 'y' shortcut key to display the Copy dialog.
Deleting an expense
Select an existing expense to delete by clicking on it and then either click on the ... menu on the top-right of the details panel (on righthand side of the screen) and select the Delete option or hit the d (for delete) shortcut key. This brings up a dialog to confirm expense deletion. Click the Delete button to confirm the deletion, or Cancel link to abort. Deletion is permanent, thus make sure you really want to delete an expense before proceeding.
You can delete multiple expenses (even a mix of expenses and positions) at once. Refer to the Multiple Selection to learn how to perform a batch deletion.
Attaching files to an expense
You can attach files to an expense in order to keep related documents handy (invoices, quotations, etc.). To attach files to an expense, select it and then click button Attach Files in expense details panel on the right. This will bring up a dialog where you can pick a file (or multiple files simultaneously, if your browser allows it) and enter an optional comment.
Viewing Expense details
When you select an expense, information about that expense is displayed in the details panel on the right. Note that you can select multiple expenses (or even a mix of expenses and positions) at once by selecting multiple lines. This displays an aggregated view showing the total cost for these expenditures.
Searching for expenses
You can search for expenses by their name using the search box located at the top left of the screen.