The Expenses section in Intellent CRM is designed to help businesses track their expenditures and manage the financial side of their operations. This module allows you to record expenses, categorize them, add tax rates, attach receipts, and even link expenses to specific customers or projects.
The Expenses module provides a comprehensive way for businesses to stay on top of their spending and maintain accurate financial records.
Expense Management Features #
- Expense Tracking: Record all business-related expenses and assign them to specific categories.
- Attachments: Upload receipts and documents for each expense for better record-keeping.
- Billable Expenses: Mark expenses as billable to customers to later include them in invoices.
- Reports: Generate detailed reports for a comprehensive overview of your financial status.
- Recurring Expenses: Set reminders or create recurring expense records for regular expenditures.
