New expense

• Go to Expenses module, click New expense.

Creation of expense

Step 1:

Project based expense:

1. Enter the expense date.
2. Select the Project expense type.
3. Choose the project name.
4. Select the recipient name. If the name is not listed, click “New” to add a new recipient.

Employee based expense

• Select the Employee expense type.
• Select the employee name.

Office based expense

• Select the office expense type.
• Select the recipient name. If the name is not listed, click “New” to add a new recipient.

• Once the recipient name is selected, the associated expense category will be mapped automatically. If it doesn’t match, click Map and select the appropriate category.
• Select the sub-category. If it’s not available, click New to add the desired sub-category name.
• Choose the payment method—either paid directly to the recipient or through an employee.

• Select the payment status – either Paid or Not Paid.
• Choose the payment mode (Bank Transfer, Cheque, Cash, or GIRO).
• Select the appropriate payment account.
• Enter any remarks for future reference.

Step 2:

If the expense receipt is available, attach it by clicking Add Attachment.

Step 3:

• Enable GST if required.
• Enable Only GST, if required.
• Add No GST amount, if required.
• Enter the amount and give submit.

The expense has been created successfully and is now visible under All Expenses.