How to Add an Expense

How to Add an Expense

Navigating to Expenses

  1. From the Dashboard, click on the Expenses option in the navigation bar on the top of the screen.

Adding an Expense

  1. Click on the New Expenses button to add your expenses.

Adding a Cash Expense

  1. Choose the Cash tab in the New Expense screen.
  2. Fill in the Amount, Date, Spend Account, Purpose, Category and Merchant. Also, attach the Receipt (if any).
  3. Click on the Save Expense button to save the expense.
  4. Upon successful addition of the expense, a pop-up stating Expense Created will be displayed on the bottom left of the screen.


Adding a Distance Expense

  1. Choose the Distance tab in the New Expense screen.
  2. Fill in the Vehicle Type, Source, Destination, Date, Category, Purpose and Spend Account. Also, attach the Receipt (if any).
  3. In Distance Expense Type, Distance and Amount will be calculated based on the Source and Destination points filled in while creating the expense.
  4. In Odometer Expense Type, Distance and Amount will be calculated based on the Start Reading and End Reading filled in while creating the expense.
  5. Click on the Save Expense button to save the expense.
  6. Upon successful addition of the expense, a pop-up stating Expense Created will be displayed on the bottom left of the screen.


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