I have had a problem the last couple of months when I've been entering bills. I added new Expense Codes, but when I go to use them the next month they aren't there. I added them through the "AFE/Expense Category" screen and they were there when I entered the bill that month. What am I doing wrong?

Are you clicking the New button on the toolbar when adding new expense codes? If you don't click the New button first, then you'll be overwriting the existing expense category with a new one. All expense categories that appear in the AFE/Expense Category screen should be available when entering a bill by clicking on the Code button during data entry.

How do I add categories to the chart of accounts in SherWare?

You can add expense categories under Maintain > AFE/Expense Categories. Note that expense categories are not a chart of accounts. They are just a detail listing of expenses. You can add an account to your QuickBooks chart of accounts in QuickBooks.

Top

Return to Expense Codes

Return to Everything About Expenses