Expense Descriptions

Setup Tables

From the Trustee Suite Main Menu toolbar, select ‘Tables’>’Expense Descriptions’ to invoke the Expense Description List screen shown below.

The Expense Description List table is comprised of the following columns, which are populated via the required text fields below the table:

  • ‘Code’:  Enter the applicable 3-digit code for the expense.
  • ‘Description’:  Enter an applicable expense description.
  • ‘Unit Price’:  Enter the applicable unit price for the expense.

‘New Item’ button:  Click on this button to create a new Expense Description.

‘Options…’ button:  Click on this button, as applicable, and select from the available options.

‘Power Edit’ checkbox:  Select this box if you would like to use the Power Edit feature.

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