- Add Expense
Select Expense Type: Choose the type of expense from the list.
Input Date: Enter the date of the expense.
Enter Employee Name: the name of the employee associated with the expense.
Received By: Enter the name of the person who received the expense.
Product/Service Section: Select the product or service from Setting > Account Setting > Subcategory.
The price will auto-populate based on the selected expense head. If needed, you can change the price. Click the plus icon to add the item. You can add multiple services or products to one invoice.
Add Payment Method: If necessary, add the payment method.
Save Expense: After completing all inputs, click the “Save” button to save the expense. A PDF of the expense will open for your records.
- Due
View all due expense.
Action options include:
PDF: View the PDF of the total bill.
Edit: Click to edit the expense details
Pay: Click to open a modal to add payment methods and amounts.
Delete: Remove the total bill.
- Paid
View all paid Expense.
Action options include:
PDF: View the PDF of the expense.
Unpaid: Mark the expense as unpaid if necessary.
