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Recording Expenses

Recording Expenses​

Navigate to Accounting & Finance → Expenses.

Adding an Expense​

  1. Click Add Expense
  2. Fill in details:
    • Date: When the expense occurred
    • Expense Account: Category (Office, Transport, etc.)
    • Amount: Total including taxes
    • Vendor: Who you paid
    • Payment Method: Cash, M-Pesa, Bank Transfer
    • Reference: Receipt number
  3. Click Save

Expense Approval​

Expenses require approval before posting:

  1. Employee submits expense (status: Pending)
  2. Manager reviews and approves/rejects
  3. Approved expenses are posted to the ledger

This ensures all expenses are verified before affecting your books.