Expense creation and reports

Modified on Sat, 13 May, 2023 at 1:37 PM

Expense creation:

1. Go to Settings from the main menu and select Expense Management under Business Settings.

2. Click Add Expense Type and enter the expense name and save.

3. After adding the Expense, In the Top right corner click + icon and select Expense.

4. Choose the Expense category and choose payment mode ( expense spend mode), Description of the expense, Amount & Date and Save.

Expense Report:

1. Select Reports from the main menu and select Expense in the top label.

2. Choose the category and Date range and click View.