- 1
Open Expenses
Go to Finance → Expenses (/expenses), then click 'Add Expense' (/expenses/add).
Tips- Set up expense categories first under Masters → Expense Categories
- 2
Enter expense details
Complete the expense form.
What to enter
Field Type Description Example Category* select Expense category Travel / Office Supplies Expense Date* date Date the expense was incurred 2024-06-01 Description* text What the expense was for Court filing fees Amount* number Expense amount 1500 Vendor Name text Who was paid — Bill Date date Date on the bill/invoice — - 3
Save & pay
Save the expense. Record payment against it from Expenses → Payments when settled.
Watch out for- Attach the bill where possible for audit purposes