Expenses

Detailed Guide to Adding Expenses

Efficiently manage your financial records by adding expenses through the intuitive Bills and Expenses section. Here’s how:

How to Add an Expense

1. Navigate to Bills and Expenses

   • Select Client from the menu.
   • Choose the specific client and go to Bills and Expenses. 

2. Create a New Expense

   • Click on "Create New" and select "Expenses" from the options. 

3. Enter Expense Details

   • An Off-canvas Form will appear, prompting you to fill in all necessary information. 

4. Save the Expense

   • After entering the details, click "Save" to finalize the entry. The expense will then be displayed under Bills and Expenses for that client.
      

Fields in the Expenses Off-Canvas Form

The form captures essential details to maintain accurate records:

• Name: Enter the name associated with the expense (required).
• Date: Use the calendar icon to select the date the expense was incurred (required).
• Amount: Specify the financial value of the expense (required).
• Payment Type: Select the payment method from the dropdown (e.g., card, cash).
• Work Category: Choose the relevant category of work from the dropdown.
• Tag: Assign tags for better organization and easy filtering.
• Description: Provide additional details or notes about the expense.
• File Upload: Drag and drop up to 4 files (images or PDFs) for supporting documentation.

Action Buttons

• Save: Finalize and save the expense information entered.

Once added, the expense will seamlessly integrate into the Bills and Expenses section, ensuring all financial details are well-organized and accessible.