Expenses, items and finance setup
Track expenses, maintain products and services, configure taxes, currencies and payment methods.
Create an expense
Create an expenseRecord a business cost with category, date, amount, tax, payment mode, customer or project relationship.
Open guide →GuideAttach a receipt to an expense
Attach a receipt to an expenseUpload supporting evidence and keep the file linked to the expense record.
Open guide →GuideCreate a recurring expense
Create a recurring expenseSchedule repeat costs and understand how cron creates the future expense records.
Open guide →GuideConvert a billable expense to an invoice
Convert a billable expense to an invoiceCharge a customer for an eligible expense while preserving the source relationship.
Open guide →GuideImport expenses
Import expensesPrepare and validate expense data for controlled bulk import.
Open guide →GuideConfigure expense categories
Configure expense categoriesCreate consistent categories for entry, filtering and reporting.
Open guide →GuideCreate products and services
Create products and servicesMaintain reusable descriptions, rates, tax defaults and item groups for sales documents.
Open guide →GuideImport and organise invoice items
Import and organise invoice itemsBulk-load items, group them logically and keep standard rates current.
Open guide →GuideConfigure taxes
Configure taxesCreate named tax rates that can be selected on items, invoices, estimates and expenses.
Open guide →GuideConfigure currencies and base currency
Configure currencies and base currencyAdd supported currencies and understand the restrictions around the system base currency.
Open guide →GuideConfigure payment modes
Configure payment modesDefine offline payment methods and control which options are shown to customers.
Open guide →GuideeCommerce & POS Module overview
eCommerce & POS Module overviewStart with the complete code-backed module map.
Open guide →WorkflowPricing, tax and promotions
Pricing, tax and promotionsThis section explains deterministic money calculations and the live promotion form/selection rules.
Open guide →WorkflowReports, audit evidence and security controls
Reports, audit evidence and security controlsThis section explains report filters, exclusions, audit chaining and the module’s principal security controls.
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