Overview

Managing bills and expenses helps maintain clear financial records and ensures timely payments. This guide covers how to add, categorize, and track bills and expenses within the system.

Key Features

• Create and manage bills with detailed records.
• Track expenses, including categorization and client attribution.
• Monitor outstanding payments for better cash flow management.

Step 1: Adding a Bill

1. Navigate to Purchases > Bills in the left menu.
2. Click Add Bill.
3. Fill in the following details:
   • Vendor: Select the vendor from the list.
   • Date: Enter the bill date.
   • Bill Number: Add a unique identifier for the bill.
   • Items: Include purchased products or services.
   • Amount: Specify the total bill amount.
   • Status: Mark as Paid, Unpaid, or Partially Paid.
4. Click Save to record the bill.

Step 2: Adding an Expense

1. Navigate to Purchases > Expenses.
2. Click Add Expense.
3. Enter the following details:
   • Date: The date of the expense.
   • Amount: The expense amount.
   • Category: Select or create a category (e.g., travel, utilities).
   • Client (Optional): Attribute the expense to a specific client.
   • Notes: Add any additional information.
4. Click Save to log the expense.

Managing Bills and Expenses

• Filter bills and expenses by date, status, or category for quick access.
• Use action buttons to edit, delete, or mark bills as paid.