How to Create an Expense
This guide will walk you through the steps to create an expense entry in the system, ensuring that all necessary details are recorded accurately.
Prerequisites
To successfully create an expense, verify the following:
User Setup: Ensure that relevant users (customers, suppliers, or other users) have been added to the system.
Steps to Create an Expense
1. Navigate to the Expense Section
Access: Open the system menu and select the "Expense" section.
Add Expense: Click on the "Add New Expense" button.
2. Input Expense Details
Enter Bill Number: Input the bill number for reference.
Select Expense Date: Choose the date the expense was incurred.
Enter Amount: Specify the amount for the expense.
Select Account: Choose the account from which the payment will be made.
Select "Pay To" User: Pick the relevant user (customer, supplier, or other user).
Add Note: If necessary, add additional details in the note section.
3. Submit the Expense
Review Details: Check all entered details for accuracy.
Save Expense: Click on the "Submit" button to save the expense entry.
Following these steps will ensure that expenses are accurately recorded in the system, aiding in better financial tracking and management.