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Add an Expense

How to add an expense to the account

Click on “Finance” from the main dashboard.
Click on “Expenses”.
Click on “New Expense” at the top right of the page.
Fill all the required fields as below:
- Amount: Enter the amount of the expense and choose the Currency from the drop-down menu at the right of the field.
- Description: Enter the description and notes for the expense.
- Attach Image of Receipt: Upload an image of the receipt or a file containing the receipt.
- Date: Adjust the date of the expense.
- Code Number: It is a unique, automatic, and sequential number. <For more info, please review the “Numbering sequence“ tutorial>
- Vendor: Enter the vendor name or click on the bottom arrow to select from previously entered vendors.
- Category: Enter the category for this expense or click on the bottom arrow to select the previously entered categories.
- Treasury: Select the treasury or the bank account that will be spent from. <Note: If there is no treasury added on the account, the program will use the auto-created main treasury, for more info, please review the “Treasuries And Bank Accounts” tutorial>
- Journal Account: You can select the debtor from the menu or by typing the first few letters from the name. <Note: In case of not selecting the journal account, the program will direct the expense to the account “other expenses”>
- Add Taxes: Click to add taxes at the expense.
- Recurring: Tick to set the expense to be recurring with setting the frequency and the end date. <For more info, please review the “Recurring Expenses“ tutorial>
- Click on “Multiple” to add more than an Expense to the document.
- Click on “Save”.

Add an Expense

How to add an expense to the account

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