Category

Expenses, items and finance setup

Track expenses, maintain products and services, configure taxes, currencies and payment methods.

01Create an expenseRecord a business cost with category, date, amount, tax, payment mode, customer or project relationship.02Attach a receipt to an expenseUpload supporting evidence and keep the file linked to the expense record.03Create a recurring expenseSchedule repeat costs and understand how cron creates the future expense records.04Convert a billable expense to an invoiceCharge a customer for an eligible expense while preserving the source relationship.05Import expensesPrepare and validate expense data for controlled bulk import.06Configure expense categoriesCreate consistent categories for entry, filtering and reporting.07Create products and servicesMaintain reusable descriptions, rates, tax defaults and item groups for sales documents.08Import and organise invoice itemsBulk-load items, group them logically and keep standard rates current.09Configure taxesCreate named tax rates that can be selected on items, invoices, estimates and expenses.10Configure currencies and base currencyAdd supported currencies and understand the restrictions around the system base currency.11Configure payment modesDefine offline payment methods and control which options are shown to customers.