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Record Expense

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To add a new expense click on the aside menu Expenses and Record Expense.

  • Name – Enter expense name, this field can be filled for personal usage to easily recognize the expense, also if the expense is billable and you add expense name, the name can be also added to the invoice item long description when billing the expense.
  • Note – for personal usage,  if the expense is billable and you add a note, the note can be also added to the invoice item long description when billing the expense.
  • Category – Select expense category.
  • Date – Add the date when the expense is paid.
  • Amount – Expense total amount.
  • Customer – Select customer if this expense is tied to a customer (see below for currency notes)
  • Billable – After you select a customer (if applicable) the new checkbox will be shown Billable, you can check this option if the expense is paid/should be paid by the customer.
  • Project – After you select a customer and this customer has a project, a new dropdown will be shown to select a project for this expense.
  • Currency – See below for currency notes.
  • Tax – you can add the tax to this expense, currently supported 2 taxes.
  • Payment Mode – Select the payment mode from where this expense is paid.
  • Reference # – Add reference number if applicable.
  • Repeat every (recurring expense) – if the expense is recurring you can configure this expense to be recurring and to be re-created based on the configuration you set while configuring the recurring options, the recurring expenses required are properly configured cron job.
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