{"id":7417,"date":"2021-07-24T10:42:33","date_gmt":"2021-07-24T10:42:33","guid":{"rendered":"https:\/\/moiboo.com\/supportdocs\/gullu-knowledge-base\/faqs\/expenses\/"},"modified":"2021-07-24T10:57:07","modified_gmt":"2021-07-24T10:57:07","slug":"expenses","status":"publish","type":"docs","link":"https:\/\/moiboo.com\/support\/docs\/gullu-knowledge-base\/faqs\/expenses\/","title":{"rendered":"Expenses"},"content":{"rendered":"\n

Using Pendings function in Expenses Tab<\/h2>\n\n\n\n

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

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

Create Purchase Order<\/h2>\n\n\n\n

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

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

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

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

Using Bill function in Expenses tab<\/h2>\n\n\n\n

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

\"\"<\/figure>\n\n\n\n
\"\"<\/figure>\n\n\n\n
\"\"<\/figure>\n\n\n\n
\"\"<\/figure>\n\n\n\n
\"\"
Step 1 : Click Bill under expenses tab
Step 2 : Add Bill
Step 3 : Fill the relevant details
Step 4 : Click save
Step 5 : Click action button view bill (or) update bill (or) delete bill (or)
add payment (or) print tag.<\/figcaption><\/figure>\n\n\n\n

Adding a Payment<\/h2>\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

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

Step 1 : Click Payment under expenses tab
Step 2 : Add Payment
Step 3 : Fill the relevant details
Step 4 : Click save<\/p>\n\n\n\n

Import Payment<\/p>\n\n\n\n

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

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

Debit Note function in Expenses tab<\/h2>\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

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

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

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

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

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 tabstep 2 : Click Add pendingsStep 3 : Fill the relevant details & saveStep 4 : Click action […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":2027,"menu_order":33,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-7417","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"_links":{"self":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/7417","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=7417"}],"version-history":[{"count":1,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/7417\/revisions"}],"predecessor-version":[{"id":7438,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/7417\/revisions\/7438"}],"up":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/2027"}],"wp:attachment":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/media?parent=7417"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/doc_tag?post=7417"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}