1. Overview
Step 1 : Click All Project menu under “Project Module”.
Create milestone for particular project in all project list.
Step 2 : Click Expense under project list action.
Note : The fields having * marks indicates mandatory fields.
2. Create Expense
1. Click New add new expense category.
Please refer https://help.splus.one/knowledgebase/expense-category-creation/ for how to create new expense category.
2. Click Add Attachment to add expense related attachment.
3. Click Add new defect will be created.
Step 3 : Enter expense details.
- Expense Date : Select expense date.
- Pay Mode : Select expense pay mode.
- Recipient Name : Select recipient name.
- Paid Status : Select paid status for expense.
- Expense Category : Select expense category
- Click Add Attachment to add expense related attachment.
- Expense Amount : Enter expense amount.
- Expense Details : Enter expense details.
- Click Submit new expense will be created successfully.