Expenses

Using Pendings function in Expenses Tab

In this particular feature you can view /convert the pending of Expenses

Create Purchase Order

It helps to Create any number of Purchase order.

Step 1 : Click Pendings under Expenses tab
step 2 : Click Add pendings
Step 3 : Fill the relevant details & save
Step 4 : Click action button & Convert to Purchase Order (or) Convert to
Expenses (or) Payment.

Step 1 : Click purchase order under expenses
Step 2 : Add purchase order
Step 3 : Fill the relevant details
Step 4 : Click save
Step 5 : View purchase order (or) Create purchase order PDF (or) Mail purchase
(or) Print purchase order (or) Edit purchase order (or) Delete (or) Convert to
expense

Using Bill function in Expenses tab

You can create any number of Bill in this tab

Adding a Payment

You can create payment in just one click with all the customer details and perform the necessary
action like Print, Mail or take PDF of it

Step 1 : Click Payment under expenses tab
Step 2 : Add Payment
Step 3 : Fill the relevant details
Step 4 : Click save

Import Payment

You can also import directly from excel

Step 1 : Click Payment under expenses tab
Step 2 : Import Payment
( Import excel format : I received a bill from, Towards , For, Bill No, Which is due
on, Paid Date, Paid Amount, Payment Mode, Payment Notes, TDS Amount )
Step 4 : Click Choose file & you can import the excel file
Step 4 : Click import
Step 5 : Click save

Debit Note function in Expenses tab

It can be used to create Debit note with all the customer details where you can save it as well as
Email, SMS and create new for your customers.

Step 1 : Click Debit note under expenses tab
Step 2 : Add debit note
Step 3 : Fill the relevant details
Step 4 : Click save
Step 5 : Click action button View (or) PDF (or) Mail (or) Print or edit (or) Add
payment (or) Delete