Expenses Add

• Select the option at the top right corner.

1.Fill in the required details:

a. Basic Information

Screenshot: Basic information and Vendor information.

Field	Description
Expense title	Enter the title of an expense.
Description / Purpose	A short explanation of why this expense was incurred.
Expense Type / Category	Choose the appropriate category.
Date of Expense	The actual date when the expense occurred.
Amount	Enter the total expense amount.
Currency	Select the currency if your system supports multiple currencies.

info

Priority consists of four selections : 🔴 Urgent, 🟠 High, 🟡 Medium, 🟢 Low.

Approver

• select who will approve the reimbursement

b. Vendor Information

• It consists of Vendor name, Vendor details, Receipt number and Tax amount.

c. Location

• Select the Location and Coordinates

d. Additional Information

• The Additional Information section lets you include any supporting details that don’t fit under the basic fields.

e. Attachments

• (Click “Add files” → Select receipt → Click Open).

After adding files, they will appear as attachment.