How to Add a One-Time Expense

Overview
Record any one-off cost—like office supplies, travel, or meals—so you can track spending and include it in your financial reports.

Steps

1. Navigate to Finance → Expenses.

2. Click + Add Expense.

3. Fill in required fields:

   • Item Name (e.g. “Wireless Keyboard”)

   • Currency & Exchange Rate

   • Price

   • Purchase Date

4. (Optional) Assign to an Employee, Project, or Bank Account.

5. Select or Add an Expense Category.

6. Enter Purchased From and any Description.

7. Upload a copy of the Bill/Receipt.

8. Click Save.

Tips

• Use clear, consistent item names so your reports stay readable.

• Add categories on the fly by typing a new category name and clicking Add.

Troubleshooting / FAQs

• Q: “Save” is disabled.

  • A: Ensure all fields marked with a red asterisk (*) are filled.

• Q: Expense doesn’t appear in the list.

  • A: Confirm the date filter at the top isn’t excluding today’s date.