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From the Billing Module, you can manage expenses which can be court fees, expert fees, translation, and so on.
To Access it, open the Billing Module:
Click on Purchases→ you can directly click on Billing→ Expenses, and choose the option you need.
To record a new expense click on Expenses → Add Expense.
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You can also record expenses from the Tools button in the expenses grid or from the quick New Create button in the main menu. |
Fill out the mandatory fields:
- Expense Category: Categories default Choose from the list of predefined categories set in the Billing Settings.
- Payment Method: The method determines the types of accounts that appear accordingly:
- Cash: Cash Accounts
- Credit Card: Liability of type Credit Card Accounts
- Cheque & Bank: Bank Accounts
- Online payment: Bank Accounts and Credit Card Accounts
- Other: Cash, Bank, and Credit Card Accounts
- Paid Through Account: The Account that appears as per the Payment Method. Accounts can be added on the fly via the Add account hyperlink.
- Amount: The paid amount.
- Paid On: date of the expense payment.
Additional information could be the Tax, Reference number, supplier, comments, or any related documents that could be attached as well.
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Expenses could also be Internal or Client-related. In the case of Client-related Expenses, you have to specify if it will be billable or not and add the client account accordingly.
All the expenses will be then listed in the Expense Grid, simply access it from Billing→ Purchases→ Expenses→ List Expenses from the navigation menu.
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All the expenses added can be viewed in the list along with their details, such as amount, status, related client account, and so on.
There are certain actions a user can do from the settings wheel next to an expense (view/edit, change billing status, approve, etc.).
The admin can set an approval process. Therefore, responsible users such as accountants, can edit the expense information, approve, review, or cancel an expense before being invoiced.
From the expense page, you can track the details, attachments, and notes. A tab at the top is available for easy access to information such as client name, expense amount, status, and billing status.
Additionally, you can edit, print or delete expenses as well.
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| Approved Expenses can't be edited, you must change its status to Open, Cancelled or Needs Revision |
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Invoiced and Reimbursed expenses can not be edited or deleted. |
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