Creating Expenses Manually
Under the Invoice List / Expenses menu, you can easily record expenses manually, categorize them, and manage them efficiently.
Step 1: Click the "New Expense" Button
On the data sheet that appears, fill in the information related to the expense. Aim for the highest possible accuracy to keep your administration up to date.
Step 2: Select Partner Association
First, choose whether the expense is linked to a Partner or not. You can manage expenses without a partner or use simple groupings in the Document Identifier field (e.g., "Wages 2023-04").
If you want to link it to a partner, select them from the list or enter their details.
What You Can Record on the Expense Data Sheet:
Document Identifier
Payment Method
Date of Issue
Payment Deadline
Date of Fulfillment
Expense Characteristics:
Currency
Exchange Rate (if the selected currency is not AED)
Comment
Summary vs. Itemized Recording
Summary only: You can record an expense without entering item details, providing only the VAT content and the total gross amount paid.
Itemized: For more accurate reports, you can record expenses item by item. In this case, the system automatically calculates the Total Gross Amount and Total VAT.
Note: You can override the automated summary at any time if you wish to adjust the total for statistical accuracy.
Warning! The manually entered summary will be overwritten if you edit an individual item afterward. Always perform manual summary adjustments after all items have been recorded.
Step 3: Uploading Attachments
You can attach documents (e.g., PDF invoices, scanned receipts, photos of proforma invoices) to your expenses.
Click the Attachments button while creating the expense.
Select the file from the left panel and wait for it to appear in the "Uploaded Files" window.
The expense management feature is available in the Pro invoicing plans.