Record Expense

To add new expense navigate to  Expenses and Record Expense.

• Name – Enter expense name . If billable the name can also be used in invoice item name.
• Note – For internal usage, If billable, the note can also be used in the invoice item long description
• Category – Select expense category.
• Date – Add date when the expense is paid.
• Amount – Expense total amount.
• Customer – Select customer if this expense is relevant to a customer (see below for currency notes)
• Billable – This checkbox will show if you select a customer (if applicable), Check this option if the expense is paid/should be paid by the customer.
• Project – After you select a customer, a new dropdown will appear for you to select a project for this expense, ignore this if it is not relevant.
• Currency – See below for currency notes.
• Tax – add tax to this expense.
• Payment Mode – Select payment mode that has been used to pay for this expense.
• Reference # – Add a reference number if applicable.