How to Add a New Expense
To add a new expense, navigate to the side menu, select Expenses, and click Record Expense.
Name: Enter the name of the expense. This serves as a personal reference for easy identification. If the expense is billable and a name is provided, it may also appear in the long description of the invoice item when billed.
Note: Add a note for personal reference. If the expense is billable and a note is included, it can also be incorporated into the long description of the invoice item when billing.
Expense Category: Select the appropriate category for the expense.
Expense Date: Specify the date the expense was paid.
Amount: Enter the total amount of the expense.
Customer: Select the customer linked to this expense (see currency notes below for details).
Currency: See the notes below for details on currency usage.
Tax: Apply a tax to this expense; currently, two types of taxes are supported.
Payment Mode: Select the payment method used for this expense.
Reference #: Enter a reference number, if applicable.
Repeat Every (Recurring Expense): For recurring expenses, configure this setting to automatically recreate the expense based on your specified schedule. Proper setup is required for recurring expenses.
Once all the required information is entered in each field, click "Save".
