Add Expense - sales
Easybis Team
17 steps
45 seconds
1
Before adding expenses , You need to add expenses type for that Click "Settings"
2
Click "Company Activity & Expenses"
3
Click "Expense Type"
4
Click "Add New"
5
Fill the details like expenses type , expenses sub type . if the expenses is by commute then click "yes" on "Is This Commute" , if the expenses is by new lead then click "yes" on is this new lead , if the expenses is by clint visit then click "yes" on is this client visit .
6
After filling the details Click "Add " and your expenses type is added successfully .
7
after adding expense type , Click "Expenses" on Receipts
8
Click "Add New"
9
Fill the details like expense name , expense type , process by date , amount .
10
also fill the details like organization unit name , dock , branch depot warehouse , factory outlet , route , delivery route .
11
select the details like customer type , customer bill desk , customer , customer address
12
and country , state , area , region and zone .
13
if you are giving the expenses as cash click "yes" on cash , if you are giving the expenses as DD click "yes" on DD , if it is online transaction click "yes" on online transaction , if it is UPI transaction click yes on UPI transaction .
14
Fill the Transaction Reference No and Transaction Reference date .
15
also select the start date and status and fill the notes if required
16
if you want to add transaction attachment you can add using "select file" button
17
After filling the fields , Click "Add " . your expenses details is added successfully
Add Expense - sales
Easybis Team
17 steps
45 seconds
1
Before adding expenses , You need to add expenses type for that Click "Settings"
2
Click "Company Activity & Expenses"
3
Click "Expense Type"
4
Click "Add New"
5
Fill the details like expenses type , expenses sub type . if the expenses is by commute then click "yes" on "Is This Commute" , if the expenses is by new lead then click "yes" on is this new lead , if the expenses is by clint visit then click "yes" on is this client visit .
6
After filling the details Click "Add " and your expenses type is added successfully .
7
after adding expense type , Click "Expenses" on Receipts
8
Click "Add New"
9
Fill the details like expense name , expense type , process by date , amount .
10
also fill the details like organization unit name , dock , branch depot warehouse , factory outlet , route , delivery route .
11
select the details like customer type , customer bill desk , customer , customer address
12
and country , state , area , region and zone .
13
if you are giving the expenses as cash click "yes" on cash , if you are giving the expenses as DD click "yes" on DD , if it is online transaction click "yes" on online transaction , if it is UPI transaction click yes on UPI transaction .
14
Fill the Transaction Reference No and Transaction Reference date .
15
also select the start date and status and fill the notes if required
16
if you want to add transaction attachment you can add using "select file" button
17
After filling the fields , Click "Add " . your expenses details is added successfully
