How To Record Expenses

Click 'Record Expense' icon

Enter amount. 

Choose transaction date. 

Choose 1 out of 5 categories. 

Fill Description

Choose 1 out of 3 payment status. 

Choose payment method either Cash or Bank Transfer.

Click Save to end expense recording process.

1. Click 'Record Expense' icon

2. Enter amount. 

3. Choose transaction date. 

4. Choose 1 out of 5 categories. 

• Product Cost
  
  • Click '+' to choose Supplier.

  • If it was a new Supplier, click Create New Supplier.
    
    
    • Fill details and Save.

• People
  • Click '+' to choose Staff.

  • If it was a new staff, click Create New Staff.
    
    
    • Fill details and Save.
      
      
      
      
• Marketing
  • Click '+' to choose Channel.

  • If it was a new Channel, click Create New Channel.
    
    
    • Fill details and Save.
      
      
      
• Infrastructure
  • Click '+' to choose Vendor.

  • If it was a new vendor, click Create New Vendor.
    
    
    • Fill in details and Save. 

• Others
  • Click '+' to choose recipient.

  • If it was a new recipient, click Create New Recipient.
    
    
    • Fill in details and Save.
      

5. Fill Description

   • Add More
     • If there was more than 1 description, click Add More.

6. Choose 1 out of 3 payment status. 

• Paid
  
  • Full payment

• Unpaid
  • When we take full credit amount. 
  • Select final due date to settle payment. 

• Partial Payment
  • A small payment made upfront.
  • Enter amount paid. 
  • Select due date to full settle. 

7. Choose payment method either Cash or Bank Transfer.

8. Click Save to end expense recording process.