Expenses

Record employee and supplier expenses with their category and payment method.

Overview

The expense list shows each claim or direct expense with its type, category, date, employee or supplier, payment method, total and amount due. Expenses are the quick route for costs that do not go through a purchase order.

The HR Expenses module covers employee claims and advances in more depth.

When to use expenses

A staff member pays for something and claims it back.
You pay a small supplier directly.

Step by step

In the Accounting module open Vendors in the green navigation bar, then choose Expenses under Accounting.
Screenshot for this step has not been captured yet — run npm run docs:flow.

What you see on the screen

Columns: NUMBER, TYPE, CATEGORY, DATE, EMPLOYEE/SUPPLIER, PAYMENT METHOD, TOTAL, DUE, STATUS.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

expenses.records.approve
expenses.records.create
expenses.records.post
expenses.records.read
expenses.records.update

Refunds

Purchase Requests