Quick Entry

When you use Quick Entry to add expenses, you enter receipt items into category fields by dollar amount. The category fields calculate the total for the category by taking the sum of all numbers entered for the category. The running total is then compared to the receipt total.

Required Permissions: You must have the Vendor/Receipts permission enabled on your account to access and work with the Expenses page. This feature is not available to sponsored centers at this time.

  1. From the menu to the left, click Expenses.
  2. Click Receipts. The Receipts page opens.
  3. Click Add Receipt. The Add Receipts page opens.
  4. Click Quick Entry at the top of the page.
  5. Complete the Expense Detail section.
    • The Date, Vendor, and Receipt Total boxes are required.
    • We recommend you also enter a Description for reporting purposes.
  6. Enter your milk quantities in gallons. You can also use the Gallons Converter:
    1. Click the Gal link next to the milk type, or type (plus sign) in the milk quantity box.
    2. Enter the number of pints, quarts, half-gallons, and/or ounces of milk you purchased.
    3. Click Save
  7. Enter your expenses in the Expenses Items section.
    1. Click the box next to the category to record, and enter the dollar amount. All expense categories except Unapproved count towards reimbursement for the food program.
    2. Press Tab to enter multiple, separate dollar amounts in each category.
    3. Click X next to a dollar amount to remove it.
    4. Type (forward slash) in a box to populate it with the remaining difference.
  8. Click Save in the top-right corner.

Note: You cannot save your entry if the receipt and running total do not match. The receipt and running total must also both be greater than zero. You must also complete all required fields before saving.