Creating an expense

Creating an expense

The new expense form contains:

Header

• expense name,
• expense category



Vendor details

A vendor selection field contains the list of companies saved in the user’s contacts with the possibility of adding a new contact.



From here, the user can also modifies the company’s details, without returning to the contact details. He has to just select the edit icon (next to the name of reseller).



Dates

The user can fill in:

• date of expense – by default, the field is completed with the current date,
• due date.



Attachment

The user can add attachment(s) to an expense. Attached files can be deleted.





Related topics

• Coworking module – basic informations
• Configuration
• Contacts
• Firmbee Lead Forms
• How the time-tracking works
• My scribbles
• Project posts
• Product list
• Clause modules
• Coworkers
• Dashboard issues
• Clause preferences
• List of expenses
• Offers
• Agenda and notifications