This window allows you to record information to support the business reasons for an expense. Based on how the expense category was defined in Expense Category Definition, an entertainment analysis may be required.
To display the Entertainment Analysis window, click
the Entertainment Notes icon on the
Trip Segment Detail window in
Expense Entry.
If you will be out of town for more than one day,
click the Add icon until
the number of rows equal the number of days out of town. To add multiple
entry fields (up to five) at one time for a specific date, click the
check box under the Double Plus Sign. From the Number drop-down list
, select the applicable number from the list,
then click the Add Attendee icon
.
For the date of the activity, accept the default Date for the Trip Segment, or select from the drop-down list of dates within the trip segment date range. Dates must be selected for each date of activity. If you do not change the date for each row, all amounts entered will be totaled and displayed on the Trip Segment Detail grid for the displayed date only.
For tax reporting purposes, key all relevant information. Otherwise, key any one or more of the remaining fields:
Key the location where the expense was incurred in the Place field.
Key the names of the persons involved in the activity in the Attendees field.
Key the Title for one or more attendees.
Key the Company name for one or more attendees.
Key an explanation for the Business Purpose of the activity.
Key the Amount of expense related to this activity. For tax deductible expenses, key only the amount that is tax deductible.
For any additional activities for this expense category and trip segment, repeat the previous two steps.
Click <Save> to save your selections and close the window, or click <Cancel> to close the window without saving changes. All amounts keyed on the Entertainment Analysis Window will override amounts displayed on the Trip Segment Detail Window.
To delete a row:
Click the Delete box to the right of the row(s) to be deleted.
Click the Remove icon .