Add New Expense | Record Expense

There are 3 types of expenses you can record:

House Expenses – expenses incurred solely for the benefit of your business and which don’t relate to particular customers (tools, supplies, training courses, consumables, salaries, workshop bills etc.).
Non-billable Expenses – expenses incurred on work for particular customers that is not billable (parts replacements, internal warranties, other deductions).
Billable Expenses – expenses incurred on work for particular customers that is rechargeable, or billable, back to those customers (parts, consumables etc.). Billable expenses will be available when creating Invoices for this particular Customer or invoicing the vehicle.

House Expenses

1. Click Sales menu located on the sidebar menu (left-hand side of the screen).
   
2. Click Expenses option.
   
3. Click Record Expense button.
   
4. Enter expense Name, Note, select expense category and Date.
   Enter expense amount, select Tax if applicable, select Payment Method, and optionally enter reference info.
   You can also upload/attach scan/picture of receipt for internal purposes.
   Click Save button.
   

Non-billable Expenses

1. Click Sales menu located on the sidebar menu (left-hand side of the screen).
   
2. Click Expenses option.
   
3. Click Record Expense button.
   
4. Enter expense Name, Note, select expense category and Date.
   Enter expense amount, select Customer and optionally Vehicle, select Tax if applicable, select Payment Method, and optionally enter reference info.
   You can also upload/attach scan/picture of receipt for internal purposes.
   Click Save button.
   

Billable Expenses

1. Click Sales menu located on the sidebar menu (left-hand side of the screen).
   
2. Click Expenses option.
   
3. Click Record Expense button.
   
4. Enter expense Name, Note, select expense category and Date.
   Enter expense amount, check Billable option, select Customer and optionally Vehicle, select Tax if applicable, select Payment Method, and optionally enter reference info.
   You can also upload/attach scan/picture of receipt for internal purposes.
   Click Save button.
   Expense will be available on Invoice creation screen:
   

   Expense will be available when Invoicing Vehicle: