Step 1: Navigate to the Expenses Module #
- From the Intellent CRM dashboard, locate the Expenses section in the left-hand sidebar.
- Click on Expenses to open the Expenses management page.
Step 2: Click on “Add Expense” #
- On the Expenses page, you will see an option to Add Expense. This button is typically located at the top of the page or in the action buttons section.
- Click on Add Expense to start creating a new expense.
Step 3: Fill in Expense Details #
- Expense Name: Enter a name for the expense. For example, “Office Supplies”, “Client Dinner”, “Software Subscription”.
- Category: Choose the appropriate category for the expense. Categories could include items such as:
- Office Supplies
- Travel & Meals
- Marketing & Advertising
- Subscriptions
- Software
- Utilities
- Miscellaneous You can add or modify categories in the settings section if needed.
- Amount: Enter the total amount for the expense. For example, if you spent $200 on a business dinner, enter “$200”.
- Tax Amount: If applicable, enter any tax associated with the expense. This could be a fixed amount or a percentage based on your local tax rate.
- Tax2: If your location requires a second tax rate (such as VAT and service tax), you can add this here.
- Customer: If the expense is associated with a specific customer, you can select the customer from the drop-down list. This allows you to link the expense directly to a customer for better tracking and reporting.
- Billable: If this expense is something you plan to bill the customer for, you can mark the expense as Billable. This will allow you to later create an invoice that includes this expense.
- Payment Mode: Choose the payment mode for the expense. Options include:
- Cash
- Bank Transfer
- Credit Card
- Other (you can specify if needed).
- Date: Select the date when the expense was incurred. Ensure that the date is accurate for financial tracking purposes.
- Reference Number: If the expense has a reference number (such as an invoice number or receipt number), you can add that here.
- Note: Add any additional notes or details regarding the expense. For example, if it’s a recurring expense, you can mention that it is part of a subscription, or if it’s a reimbursed expense, you can add details here.
Step 4: Attach Supporting Documents #
- If you have a receipt or any other supporting document related to the expense, you can upload it by clicking the Attach File option.
- This helps to keep a record of the expense and provides evidence if necessary for auditing purposes.
Step 5: Save the Expense #
- Once all the details are filled out, click Save to record the expense.
- The expense will be saved in the system, and you can view or modify it later from the Expenses module.
