CiuisCRM Documentation

4.2.2.How to create Expenses? #

Manage Category:

1. Once in the Expenses page, you can create a category of expense by clicking on the  icon under categories.

2. Enter the category name and click on Add.

3. The created categories are listed under categories.

4. Click on  to edit category name.

5. Click on  to delete a category.

Manage Columns:

1. By default, all the columns for the table are displayed. To manage the columns to be displayed, click on the “Filter Column” icon.

2. The list of columns will be displayed. Check the columns you want to be displayed. This option will be saved.

Create Expense:

1. Expenses can be found under Finance in the main menu.

2. All the existing expenses are listed here.

3. To create an expense, click on the create(1) icon.

 

For Internal Expense:

Internal Expense is for staff to claim compensation for the expenses they incurred on behalf of your organisation.

    • Set the toggle to internal.
    • Select the appropriate staff claiming the expense.

 

For External Expense:

External Expense is for your organisation to claim compensation from the client/customer for expenses incurred.

    • Set the toggle to external. (Default position).
    • Select the appropriate customer.

 

4. Enter the details and click on the save icon.

Adding Files:

1.Go to Expense and select the expense to which files have to be added. Click on the   icon.

2. Select upload, choose the file/img. Click on ADD.

3. All the files/img uploaded for the expense in displayed under files section.

 

 

Last updated on October 14, 2019
Suggest Edit