Britixo CRMBritixo CRM Enterprise Help Centre
How-to guide

Create an expense

Record a business cost with category, date, amount, tax, payment mode, customer or project relationship.

Audience: Finance staffFeature: CustomerPermission-aware
Feature pathExpenses → New Expense
Before you beginThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this feature does

Record a business cost with category, date, amount, tax, payment mode, customer or project relationship. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.

Step-by-step workflow

  1. Open Expenses → New Expense and select the new or add action.
  2. Choose the correct related customer, contact, project or other parent record where the form requests one.
  3. Complete the required identity, ownership and date fields for the customer.
  4. Add financial, status, visibility or permission information that applies to the workflow.
  5. Add clear notes, content, line items or attachments so another authorised user can understand the record.
  6. Review validation messages and client-visible information, then save.
  7. Open the saved record, confirm the status and activity entry, and perform the next workflow action only after review.

Important fields and decisions

Company or individual nameConfirm this information is accurate and appropriate for the record.
Primary contactConfirm this information is accurate and appropriate for the record.
Billing and shipping addressConfirm this information is accurate and appropriate for the record.
Country, currency and languageConfirm this information is accurate and appropriate for the record.
Customer groupConfirm this information is accurate and appropriate for the record.
Assigned staff and portal settingsConfirm this information is accurate and appropriate for the record.

Checks before completion

  • Search for duplicates first.
  • Use a shared business email only when appropriate.
  • Review contact permissions before sending portal access.
  • Check whether the result should be visible to a customer contact or only to staff.
  • Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
Browse connected topics:invoicepaymentcredit noteexpensechecktaxcurrencyapprovalserviceproviderclient portalnotificationsemailcustomers
Record an invoice payment →Convert a billable expense to an invoice →Create an invoice →Create a credit note from an invoice →Apply credit to an invoice →