Add an Expense

Summary

In this article

• Before you begin
• Step 1: Open My Expense Page
• Step 2: Add a New Expense
• Step 3: Select Expense Details
• Step 4: Confirm the Expense
•  Frequently Asked Questions (FAQ)

Before you begin

• Ensure you have access to the "My Expense" section within your account.
• You must have the necessary permissions to add expenses.

Step 1. Open My Expense Page

1. Go to your "My Expense" page.
2. This page lists all your previous expenses for reference.

Step 2. Add a New Expense

1. Find and click on the "Add Expense" button.
2. This will open the form to begin adding a new expense.

Step 3. Select Expense Details

1. Select the Type of Expense: Choose the category of your expense (e.g., Travel, Food, Office Supplies).
2. Select the Date: Pick the date the expense occurred.
3. Add an Item: Click on "Add Item" and repeat this step if you wish to add multiple items.
4. Enter Amount & Currency: Input the total expense amount (including taxes) and select the appropriate currency.
5. Select Tax Rate: Choose from the available tax rates (No VAT, 20% VAT, 5% VAT, Reverse Charge).
6. Add Description: Provide a brief description to clarify the purpose of the expense.
7. Add a Receipt: Upload a receipt if available.

Step 4. Confirm the Expense

1. Once all details are filled in, click the "Confirm" button.
2. Your expense will be added to your records.

Frequently Asked Questions (FAQ)

1.What if I don’t have a receipt?

 Yes, you can add multiple items to a single expense by clicking "Add Item" as many times as needed.

3. How do I edit an added expense?