Expenses

Add an expense

Menu: Accounts → Finance → Expense

Click Add Expense.

Click Save Expense, or Draft to finish later.

Expense dashboard

Menu: Accounts → Finance → Expense Dashboard

Cards show Total Expense, Current Month, Budget Utilized and Total Transactions. Expense Analytics compares actual against budget by month, and Category Progress shows each category. Pick the FY and date range at the top.

Budget

Menu: Accounts → Finance → Expense Budget

Click Add Budget to open Allocate Budget.

Use Single Entry or Bulk Monthly Allocation. Fill Financial Year *, Category *, Sub-Category (optional), Budget Period * (YEARLY), Budget Amount (₹) * and Notes. Click Confirm Allocation.

Categories

Menu: Accounts → Finance → Expense Category

Category Name *, Category Code, Expense Ledger, Max Amount Per Txn, Approval required and Description.

Subcategories

Menu: Accounts → Finance → Expense SubCategory

Expense Category *, SubCategory Name *, SubCategory Code, Expense Ledger, Max Amount Per Txn (blank = category’s), Description and Approval Required? (Same as category).

Expense ledgers

Menu: Accounts → Finance → Expense Ledger

Ledger Name *, Print Name, Ledger Group *, GST Applicable, Reference No Required and Auto Approval (Override).