How do I post expenses against a unit?

Summary

Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment.

This article explains how to post expenses against a unit, and how expenses get posted against a unit.

More Information

Most of the expenses against a unit are likely to be generated from work done by the workshop to prepare a unit for sale, be it a pre-delivery inspection of a new unit or preparation of a used unit.

This aspect of expenses is dealt with in the articles listed at the bottom of this article.

Posting expenses directly against a unit

Use the following procedure for any expenses not generated by the workshop.

Go to " Unit Sales Add or Edit Units".

• Find the unit against which you want to post expenses.
• Edit the unit record.
• Press <F7> to show the Expenses screen.
  • If there are no expenses against the unit, the entry screen will appear immediately.
  • If there are expenses against the unit, press <F6> to create a new expense.

Creating a New Expense

• Enter the date that the expense was incurred. You should have an invoice or receipt of some description from which to enter the date.
• Enter a description of the expense.
• Enter the cost (excluding V.A.T.).
• Enter a reference, e.g. the invoice or receipt number.
• Enter a Unit Sales Category against the expense if required.
• Decide on a "Type" for the expense. Your choices are 'Unit', 'Accessory' or 'Cost of Accessories'. This will define where on the Profit screen the expense will appear, and use your skill and judgement to decide where it should go.
• Press <Esc> and accept the expense.
• Repeat as required.

See also

• How do I deal with unit preparation/PDI?.
• How are unit expenses classified?
• Unit expenses explained
• How do I log a purchase invoice as an expense against a unit?
• How do I account for finance commission?
• How do I see all costs allocated to sold units?

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