Payments & Expenses
Expenses
Record business expenses, mark them billable, void them, and bill them to a customer.
Record an expense
Open Expenses.
- Enter a description, amount (₹), and a category.
- Mark it billable if you intend to recover it from a customer.
- Save.
Filter expenses
The Expenses list can be filtered by status, customer, description, category, amount range, and created-date range, and is paginated.
Void an expense
Void an expense you recorded in error. Voided expenses are excluded from expense totals.
Bill an expense to a customer
A billable expense can be marked billed against an invoice. When you create an invoice from an expense prefill, the line is pre-filled with the expense's description and amount, and the expense is linked to the resulting invoice.
Reporting
Expense totals and a category breakdown appear in Reports.