Expense Log:


New expenses can be logged against a particular task. This can be done by clicking on Customer Name in the Task menu and creating new expense log against a particular task.


To Create a new expense-


  • SELECT EXPENSES FROM MAIN MENU
  • CLICK ON EXPENSE BOOK
  • NAVIGATE TO CLICK NEW EXPENSE
  • SELECT A CUSTOMER FROM THE DROP DOWN-ALL THE TASK OF THAT CLIENT WILL APPEAR IN THE LIST
  • CLICK ON ADD EXPENSE AGAINST THE SPECIFIC TASK




  •    Mention the expense type-Goverment/Non Government(Non Government expense will attract gst while billing)
  •    Type the Expense Title, Amount and Description and Date
  •    Provide Attatchment if any


A Sample expense log format is as shown below:



  • You can Export the excel file for detailed view.



Manager/Partner/Admin/HR has the right to approve and reject the expenses against specific task.

Note-Only approved expenses will appear in the billing section.



Expenses created can be edited and deleted.



You can view expenses data in log for this you need to navigate: Task ----> Customer name/Task ID  ---> in the pop up go to Expense tab as shown in below screen: