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Record and Manage Expenses

Expense Manager records business operating costs and their settlement state. It supports operational tracking; it is not a complete professional accounting ledger.

Add an expense

Section titled “Add an expense”

Open Accounting → Expense Manager and select Add Expense.

Record an expense
  1. Enter Expense Date, location, supplier, category and expense title.
  2. Enter the base amount and choose Payment Mode: cash, bank, UPI, card, cheque or other.
  3. Choose the matching Account, or use Auto select from payment mode when appropriate.
  4. Add a transaction Reference No and supplier Bill Number when available.
  5. Choose No Tax, Exclusive GST or Inclusive GST, and enter the verified GST percentage.
  6. Mark GST claimable only when the expense meets your business’s reviewed eligibility requirements.
  7. Upload the Expense Receipt and add a concise note when useful.
  8. Review base, GST and total, choose the correct settlement intent, then save.

The record can be unpaid, partially paid or paid. For an unpaid or partially paid expense, use the available payment action to record later settlement against the remaining amount.

Find and update records

Section titled “Find and update records”

Use search for title, expense number, bill number or reference. Filter by category, date and location. Unpaid records can be edited or deleted when the interface allows. A paid expense is locked from editing.

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