Login
    Contents x
    Auto Expense Wizard
    • 14 May 2023
    • 1 Minute to read
    • Print
    • PDF
    Contents

    Auto Expense Wizard

    • Updated on 14 May 2023
    • 1 Minute to read
    • Print
    • PDF
    Article summary

    The Auto Expense Wizard shown below allows you to bulk create or modify auto expenses on existing opportunities for the subcontractor identified by the selected company. Auto expenses can only be set up on opportunity services whose invoice type is Per Service. The Auto Expense Wizard is comprised of two screens:

    1. Auto Expense Wizard Screen – Setup the auto expense creation
    2. Auto Expense Wizard Opportunities Screen – Refine the auto expense creation setup and save


    Was this article helpful?
    What's Next
    Change password!
    Changing your password will log you out immediately. Use the new password to log back in.
    Change profile
    Success!
    First name must have atleast 2 characters. Numbers and special characters are not allowed.
    Last name must have atleast 1 characters. Numbers and special characters are not allowed.
    Enter a valid email
    Enter a valid password
    Your profile has been successfully updated.
    Logout
    ESC

    AI Search, facilitating knowledge discovery through conversational intelligence