Training Expenses – How to add/edit/report on expenses

Add An Expense

To record a training expense

1. Go to TRAINING EXPENSES
2. Click ADD NEW TRAINING EXPENSE
3. Complete the form
   1. Record the date and hours
   2. Record all the employees who were trained
   3. If the trainer is an employee at your company and want to record the hours for them as well, select them
   4. If you have a file to record with the hours, attach it
   5. Optionally, if you have a physical expense (say travel, hotel, etc) record those on the EXPENSES side
4. Click ADD

Update An Expense

To update a training expense

1. Go to TRAINING EXPENSES
2. Find the expense, click on CLICK TO ADD/EDIT DETAILS
3. Make the change, click SAVE

Report On Totals

To update a training expense

1. Go to TRAINING EXPENSES
2. Change the date range to the reporting period
3. The totals by hours and categories will be show at the bottom

1. 
2. To see the totals by employee, type their name in the search box and the total for that employee will show