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How to Perform Basic functions in Expense ERP?

Table of Contents
Expenses #

                In Erpisto , expenses can be recorded, marked billable, converted to an invoice and be     reimbursed by users.

  • Basic Functions in Expenses

                   Expenses in expense can be created and tracked in different accounts.

  • Create Expense

To create a new expense:

  • Go to Purchases > Expenses 
  • Click the + New button in the top right corner of the page
  • Enter the following details in the New Expense page.


  • View Journal

After you have created an expense, you can view its corresponding journal entry in Erpisto . 

  • Go to Purchases > Expenses
  • Select the expense that you have created.
  • Click More > View Journal.

  • Add Bulk Expenses

                        If you incur expenses in bulk, you can add them in Erpisto.

To add bulk expenses:

  • Go to Purchases > Expenses 
  • Click the + New button in the top right corner of the page.
  • Select the Bulk Add Expenses tab on top of the page.
  • Enter all the expenses on various dates. To add more expenses apart from the ones given, click + Add More Expenses at the bottom of the page.
  • Click Save.

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