Expenses

Manage and record expenses

1. You can add expense records by entering details such as the date, supplier name, company, invoice number, expense head, amount, and associated taxes.
2. You can also ensure that all expense records are accurately maintained for financial management and reporting purposes.

Add Expense

1. Navigate to the 'Expenses' tab in our ERP solutions

2. Click on the "Add Expense" button to start a new expense entry.

3. Fill in the required fields that are Date, Supplier, Company, Invoice No, Expense Head, Amount, Itemize, Tax.

4. Click the "Save" button in our Saas solution

5. Review the total amount, which will automatically calculate the sum of the amount and tax entered.

To accurately record expenses in the Expenses Tab, you would include the following details for each expense:

1. Date: The date when the expense was incurred.
2. Supplier: The name of the supplier from whom the expense was incurred.
3. Company: Your company's name or identifier.
4. Invoice No.: The invoice number associated with the expense.
5. Expense Head: A brief description or category of the expense.
6. Amount (INR): The amount of the expense in Indian Rupees.
7. Tax: Any applicable tax associated with the expense.
8. Total (INR): The total amount including taxes.
9. Head: Additional categorization or subcategory of the expense.
10. Notes: Any additional notes or details regarding the expense.
11. Cost per unit: If applicable, the cost per unit of the expense item.
12. Unit: The unit of measurement for the expense item.
13. Tax: Any tax associated with the expense item.

Edit the saved expense

1. Click on the Edit Icon: Locate and click on the 'Edit' icon.

2. Update Expense Details: Enter new details or update existing information related to the expense, such as the amount, category, or description.
3. Save Changes: Ensure all modifications are correct, then click the 'Save' button to apply and save the changes to the expense record.