Add Expense
What is an expense ?
An expense in business refers to the cost incurred or the amount spent in order to acquire goods, services, or assets.
How do I add expenses on iOS?
The following options are available for adding expenses on iOS:
1. By going to the Expense module
- Click the Settings icon in the bottom-left corner of the homescreen.
- Go to modules and select the Expenses module.
- Click Add Expense at the bottom of the page.
2. Through the + icon on the homescreen
Click the + icon in the homescreen and select Expense.
3. By clicking the Finance tab on the homescreen
- Go to the Finance tab on the dashboard.
- Click Add Expense.
How do I add expenses on Android?
The following options are available for adding expenses on Android:
1. By going to the Expense module
- Click the Settings icon in the bottom-left corner of the homescreen.
- Go to modules and select the Expenses module.
- Click + in the bottom-right corner of the page.
2. Through the + icon on the homescreen
Click the + icon on the homescreen and select Expense.
3. By clicking the Finance tab on the homescreen
- Go to the Finance tab on the dashboard.
- Click Add Expense.
Expense info:
Enter the amount spent as expense during a job or a task.
Give the reason for the expense in the What for field
In the Choose Category field, select a category under which the expense might fall under
Select the expense date.
In the Assign to or Expense for field, choose the contact for whom the expense was made.
To add any attachment as reference to the expense, click Attachment and choose to either take a photo or upload files or import from the photo library.
Once all the information is entered, click Done.
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