Expense Entry and Expense List Guide

Overview

Tab Path: Accounts > Expense Entry / Expense List

QBM includes a dedicated workflow for recording and reviewing expenses outside the sales and purchasing document flow.

Expense List supports searching and reopening prior entries, while Expense Entry is used for the transaction itself.

Screen	Tab Path	Use It For
Expense Entry	Accounts > Expense Entry	Create or update an expense transaction.
Expense List	Accounts > Expense List	Review and search saved expense entries.
Split Expense	Accounts > Expense Entry > Split Expense	Allocate one expense across more than one analysis line when needed.

Expense Entry should be used when the transaction belongs in ordinary accounting expense handling rather than customer or vendor document workflows.
The list screen is best for review, correction follow-up, and reopening saved entries.
Split-expense handling is useful when one cost needs to be distributed across more than one area.

Create the expense entry with the correct date, account, reference, description, and amount.
Use the split-expense option when one total needs to be allocated across more than one line or purpose.
Save the entry and review it from Expense List if follow-up is needed.
Reopen the record from the list when accounting review or correction is required.

Use clear references and descriptions so later review is easy.
Do not use expense entry for transactions that belong in sales, purchasing, or payroll workflows.
Review split allocations carefully before saving.