Add new expense

sBizzl offers a straightforward approach to managing expenses by providing a user-friendly platform to add new expenses effortlessly. Users can input detailed information regarding the expense, such as date, amount, category, and description, ensuring accurate and organized expense tracking. This feature helps businesses maintain a clear overview of their financial activities, promoting better budget management and informed decision-making.

• Navigate to Vendors > Vendors.
• Click on Add > Expense button which is located on top right corner.

• Payee: Assigning the vendor is mandatory. The system automatically select the vendor, ensuring accuracy and preventing accidental selection of the wrong vendor.
• Ref No: An optional field is available for users to enter a custom text label for easy identification.
• Payment Date: The calendar allows users to choose any date. By default, the current date is pre-selected for convenience.
• Payment Method: This is a not mandatory field, users can click on dropdown ▼ and select a method of payment.
• Payment Ref No: An optional field is available for users to enter a custom text label for easy identification of specific payment.

• Header: For improved readability and organization, users can choose to add or remove headers within line items. Headers help to visually separate groups of items on the list.
• Item: Expense require at least one line item.
• Product/Service: To create a line item, users must select a product/service.
• Description: it can be optionally added for further details.
• UOM: The UOM(unit of measure) is automatically chosen based on the selected product as well as users can modify it. By default, the base UOM(unit of measure) is pre-populated for convenience.
• Rate: The rate is automatically chosen based on the selected product as well as users can modify it.
• Quantity: it must be entered for each line item.
• Amount: Finally, the amount is automatically calculated based on the entered rate and quantity.
• Project : While not required, users can leverage dropdown ▼ to find and select a project associated with the chosen Vendor.
• Subtotal: The system offers the option to incorporate subtotals within line items. This functionality improves visual clarity and simplifies the calculation of grouped items, enhancing overall readability.
• The system allows users to customize the order of headers, items, and subtotals using drag-and-drop functionality. To reorder, simply click and drag the (::) button by its designated handle to the desired position within the list.

• Memo: An optional message field is available for users to include any relevant details, functioning as a memo for expense.
• File Attachments: Users can attach relevant documents to the expense or remove them as needed.
• Subtotal: This figure displays the final amount of the expense.