Expense

The Expense module is used to record and manage different types of expenses such as general expenses, vehicle-related expenses, and employee-related expenses. You can also attach bills, receipts, or supporting documents while adding an expense.

1. Navigate to the Expense tab.
2. Click on the Plus (+) button.
3. The Add Expense form will open.
4. Click on the Expense Type dropdown and select the required expense type from the available options:

• General
• Vehicle
• Employee

General Expense

If you select General as the expense type, fill in the required fields such as:

• Company
• Category
• Date
• Expense Head
• Amount
• Tax, if applicable

Add the Invoice No./Bill No. and Supplier Name, if available.

Add a note, if required.

Attach any bill or receipt, if required.

Click on Save.

Vehicle Expense

If you select Vehicle as the expense type, fill in vehicle-related fields such as:

• Select the Vehicle
• Current KM
• Next Service KM
• Next Service Date
• Company
• Category
• Date
• Invoice No./Bill No., if available
• Supplier Name, if available
• Expense Head
• Amount
• Tax, if applicable

Add a note, if required.

Attach any bill, receipt, or vehicle-related document, if required.

Click on Save.

Employee Expense

If you select Employee as the expense type, fill in employee-related fields such as:

• Select the Employee
• Company
• Category
• Date
• Invoice No./Bill No., if available
• Supplier Name, if available
• Expense Head
• Amount
• Tax, if applicable

Add a note, if required.

Attach any bill, receipt, or supporting document, if required.

Click on Save.