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FAQ: Bookkeeping and expenses

0 1

Adding an expense

Click "Bookkeeping" on the left side menu. Then click the "ADD +" link in the top Right

Click "Bookkeeping" on the left side menu. Then click the "ADD +" link in the top Right
0 2

Expense page - 1st step

On this page, first click 'Overview' and fill in the amount, type (expense/purchase) and description

On this page, first click 'Overview' and fill in the amount, type (expense/purchase) and description
0 3

Expense page - 2nd step

Now click "FROM-TO" and add Start Date, From Whom, End Date and To Who the money goes.

Now click "FROM-TO" and add Start Date, From Whom, End Date and To Who the money goes.
0 4

Expense page - 3rd step (optional)

Now click "Misc"
-> Choose file if any file to upload
-> Select Claim Travel if any
-> Click Save
Side Explanation Menu will open to add taxes

 

Now click "Misc"
-> Choose file if any file to upload
-> Select Claim Travel if any
-> Click Save
Side Explanation Menu will open to add taxes

 
0 5

Explanation details

->Click "Click to add... into the amount"
GST/PST will be calculated to the amount and added automatically

-> Select Category
-> Add discount if any(optional)
-> Click "Save"

->Click "Click to add... into the amount"
GST/PST will be calculated to the amount and added automatically

-> Select Category
-> Add discount if any(optional)
-> Click "Save"
0 6

Final

Now the full details should appear in Bookkeeping Main menu

Now the full details should appear in Bookkeeping Main menu

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