{"id":11230,"date":"2021-09-30T05:21:39","date_gmt":"2021-09-30T05:21:39","guid":{"rendered":"https:\/\/moiboo.com\/supportdocs\/sample-user-guide\/some-common-issues\/expenses\/"},"modified":"2021-09-30T06:00:30","modified_gmt":"2021-09-30T06:00:30","slug":"expenses","status":"publish","type":"docs","link":"https:\/\/moiboo.com\/support\/docs\/sample-user-guide\/some-common-issues\/expenses\/","title":{"rendered":"Expenses"},"content":{"rendered":"\n

Using Pendings function in Expenses Tab<\/h1>\n\n\n\n

In this particular feature you can view \/convert the pending of Expenses<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

Step 1 : Click Pendings under Expenses tab step 2 : Click Add pendings<\/p>\n\n\n\n

Step 3 : Fill the relevant details & save<\/p>\n\n\n\n

Step 4 : Click action button & Convert to Purchase Order (or)\u00a0\u00a0 Convert to Expenses (or) Payment.<\/p>\n\n\n\n

Create Purchase Order<\/h1>\n\n\n\n

It helps to Create any number of Purchase order.<\/p>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

Step 1 : Click purchase order under expenses Step 2 : Add purchase order<\/p>\n\n\n\n

Step 3 : Fill the relevant details Step 4 : Click save<\/p>\n\n\n\n

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<\/p>\n\n\n\n

<\/p>\n\n\n\n

Using Bill function in Expenses tab<\/h1>\n\n\n\n

<\/p>\n\n\n\n

You can create any number of Bill in this tab.<\/p>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Step 1 : Click Bill under expenses tab Step 2 : Add Bill<\/p>\n\n\n\n

Step 3 : Fill the relevant details Step 4 : Click save<\/p>\n\n\n\n

Step 5 : Click action button view bill (or) update bill (or) delete bill (or) add payment (or) print tag.<\/p>\n\n\n\n

Adding a Payment<\/h1>\n\n\n\n

<\/p>\n\n\n\n

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.<\/p>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

Step 1 : Click Payment under expenses tab Step 2 : Add Payment<\/p>\n\n\n\n

Step 3 : Fill the relevant details Step 4 : Click save<\/p>\n\n\n\n

<\/p>\n\n\n\n

Import Payment<\/h1>\n\n\n\n

<\/p>\n\n\n\n

You can also import directly from excel.<\/p>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

Step 1 : Click Payment under expenses tab Step 2 : Import Payment<\/p>\n\n\n\n

( 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<\/p>\n\n\n\n

Step 4 : Click import Step 5 : Click save<\/p>\n\n\n\n

Debit Note function in Expenses tab<\/h1>\n\n\n\n

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.<\/p>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

Step 1 : Click Debit note under expenses tab Step 2 : Add debit note<\/p>\n\n\n\n

Step 3 : Fill the relevant details Step 4 : Click save<\/p>\n\n\n\n

Step 5 : Click action button View (or) PDF (or) Mail (or) Print or edit (or) Add payment (or) Delete<\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Using Pendings function in Expenses Tab In this particular feature you can view \/convert the pending of Expenses 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)\u00a0\u00a0 Convert to […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":2537,"menu_order":32,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-11230","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"_links":{"self":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/11230","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/comments?post=11230"}],"version-history":[{"count":1,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/11230\/revisions"}],"predecessor-version":[{"id":11255,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/11230\/revisions\/11255"}],"up":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/2537"}],"wp:attachment":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/media?parent=11230"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/doc_tag?post=11230"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}