Expenses Overview

The expenses feature in CRM for business enables you to meticulously document all of your business expenditures. You can record expenses associated with customer projects or those related to the daily operation of your business.

Expenses incurred on customer projects can also be invoiced to the respective customer.

To get started, access the Expenses page:

:: Main Menu > Sales > Expenses

Managing Expenses

Managing Expenses

From this page, you have the capability to view and perform the following actions:

(1) & (2) Record a new expense.

(3) Employ a comprehensive filter panel to sort expenses based on criteria such as dates, categories, statuses, and more.

(4) Toggle the quick stats panel.

(5) Conduct text-based searches of your expenses using the search box.

(6) Delete an expense.

(7) Modify an expense.

(8) Review an expense.

(9) Access additional expense management options via the quick actions button.

Recording Expenses

Recording Expenses

Basic information

  • Description
  • Date
  • Amount 
  • Category
  • Billable
    • Select this option to enable you to invoice this expense.
  • Client
    • For internal, business expenses, you can leave this blank
  • Project
    • For internal, business expenses, you can leave this blank
  • Attach A Receipt

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