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Create a new expense

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To create an expense make sure we already have project, category, type. Expense can be created as follows:

  1. Go to the Expense by clicking Expenses from left menu.
  2. Now click ‘New Expense’ to create new expense.
  3. Select contact from the list. This list is actually a list of contacts that appears when we click contact from left menu.
  4. After selecting Contact, project list is fetched. These are the projects related to contact selected and we can now select project from dropdown.
  5. Provide title for expense in title box.
  6. Select date and select category and type from dropdown.
  7. Fill the amount and you can also attach the scanned copy.
  8. Press submit to finish creating expense.