Proofing Records

Expenses

Fields on the expense return and their usage.

• ID – the id of a record can be used to call a voice command to identify a record for update
• DATE – date of the expense is editable
• VENDOR – is the name of the vendor and is editable
• AMOUNT – the dollar amount of the expense and is editable
• ACCOUNT – displays the bank or credit account name, and is editable specifying a different account name, nickname, or card number
• CK# – for those of you using checks, this editable field is where you enter a check number
• JOB-CUSTOMER – displays the job/customer name, and is editable using the name, or nickname of the job/customer
• CATEGORY – is a sorting field to distinguish different kinds of expenses, one from another, and is editable
• DESCRIP – use this editable field to add detail regarding the expense; adding detail here will permit you find the purchase invoice for the widget you purchased two years; it’s still under warranty!
• YOUR ORIGINAL MESSAGE READ – not editable; this is your original voice command message; helps to review this in order to make corrections where your command was not properly transcribed or was misunderstood
• ADD NEW ACCOUNT – this field is a shortcut for creation of a new account record; whatever you put here will be the name for the new record, and will be assigned as the account for this expense
• ADD NEW JOB – this field works just like the Add New Account field, except it references the job/customer
• ADD NEW CATEGORY – this field works just like the Add New Account field, except it references your categories
• DELETE – add a mark to this field to put your expense in the trash
• AUTOMATE VENDOR Δ – if you are using Bank Alerts, you know that beSpokn does not always faithfully render a vendor name from the information provided by the alert; if you have made a change to the vendor name, and you would like the change to applied automatically to future records, place a mark in this field
• PAIR VENDOR W CATEGORY – you may find that some vendors will always associated with a category; you can automate that category assignment by placing a mark in this field

Mileage

Fields on the mileage return and their usage.

• We’re getting there – for the moment note that mileage returns are pretty intuitive

Clocks

Fields on the clock return and their usage.

• Same here