Creating an expense

The new expense form contains:


  • 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).


    The user can fill in:

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


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