How to Log an Expense on Invoicera?

The first step to to create an expense is to login to your Invoicera account and go to the ‘Billing’ tab. Here you will find ‘Expense’ in the dropdown section. Click on ‘Expense’ to reach the expense management section.

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2. Creating a New Expense

In the expense management section, you have the option of creating a new expense or importing expenses from another file. Click on the ‘Create Expense’ tab to reach the ‘Add Expense’ section.

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3. Adding The Necessary Details

To create an expense, one has to first add the necessary details like amount, date and expense category. You can set it as a recurring expense by checking the ‘Recurring’ check box. Once you do that, you get the option of adding frequency and end date to the recurring invoice. You can also attach the receipt image to the expense by selecting the check box and attaching the said receipt. Finally, you can assign the expense to a particular client by checking the box on the right.

a. Add Expense Category here

b. Add Vendor Name here

In case the article was not able to help you with your queries, please click here to raise a support ticket to our Customer Delight Team.

Posted by Invoicera Support on 14 December 2015

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