Hi, Ricknav.
When you created the test expense, did you assign a date that was after 01/01/2008 and before 12/31/2008? That is a common issue when using these types of reports (i.e. the expenses are 'filtered').
By the way, how you choose to link the information (to medications, visits, etc) is up to you. It is a mechanism that helps you organize information that you think is 'related'. It then makes it easier to navigate to related records, by clicking on the links.
The 2009 update should be posted in the next few weeks and that might help you with your current year mileage expenses. You should be able to enter your 2009 expenses and the plug-in should be able to 'pick them up', but let's first make sure that your 2008 test works...
You don't have to create a link to the type of event it is, but it is sometimes helpful when you want to see a complete record.
Thanks,
Support Team