Expense help index
All Britixo help articles related to expense.
Convert an estimate to an invoice
Convert an estimate to an invoiceGenerate an invoice from an approved estimate while preserving customer and line-item details.Proposals, estimates and requests
Open guide →GuideCreate an invoice
Create an invoiceIssue a customer invoice with accurate dates, currency, items, tax, discount and payment terms.Invoices, payments and credit notes
Open guide →GuideCreate and edit a recurring invoice
Create and edit a recurring invoiceConfigure an invoice template that generates future invoices on a defined schedule.Invoices, payments and credit notes
Open guide →GuideUnderstand recurring invoice generation
Understand recurring invoice generationLearn how cron, next invoice date and recurrence limits control automated invoice creation.Invoices, payments and credit notes
Open guide →GuideRecord an invoice payment
Record an invoice paymentApply an offline or manually confirmed payment with amount, date, mode and transaction reference.Invoices, payments and credit notes
Open guide →GuideSend overdue invoice notices
Send overdue invoice noticesSend a controlled reminder and understand automated overdue reminder settings.Invoices, payments and credit notes
Open guide →GuideCreate a customer subscription
Create a customer subscriptionConfigure a recurring plan with customer, billing interval, amount, tax and gateway information.Subscriptions and recurring revenue
Open guide →GuideCreate an expense
Create an expenseRecord a business cost with category, date, amount, tax, payment mode, customer or project relationship.Expenses, items and finance setup
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.Expenses, items and finance setup
Open guide →GuideCreate a recurring expense
Create a recurring expenseSchedule repeat costs and understand how cron creates the future expense records.Expenses, items and finance setup
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.Expenses, items and finance setup
Open guide →GuideImport expenses
Import expensesPrepare and validate expense data for controlled bulk import.Expenses, items and finance setup
Open guide →GuideConfigure expense categories
Configure expense categoriesCreate consistent categories for entry, filtering and reporting.Expenses, items and finance setup
Open guide →GuideCreate products and services
Create products and servicesMaintain reusable descriptions, rates, tax defaults and item groups for sales documents.Expenses, items and finance setup
Open guide →GuideImport and organise invoice items
Import and organise invoice itemsBulk-load items, group them logically and keep standard rates current.Expenses, items and finance setup
Open guide →GuideConfigure taxes
Configure taxesCreate named tax rates that can be selected on items, invoices, estimates and expenses.Expenses, items and finance setup
Open guide →GuideConfigure currencies and base currency
Configure currencies and base currencyAdd supported currencies and understand the restrictions around the system base currency.Expenses, items and finance setup
Open guide →GuideConfigure payment modes
Configure payment modesDefine offline payment methods and control which options are shown to customers.Expenses, items and finance setup
Open guide →GuideCreate a project
Create a projectSet up a customer project with dates, billing type, members, progress and visibility options.Projects, tasks and time tracking
Open guide →GuideConfigure project members and permissions
Configure project members and permissionsChoose the staff who can access and work on the project.Projects, tasks and time tracking
Open guide →GuideCreate and manage project milestones
Create and manage project milestonesBreak delivery into ordered stages with due dates and visual status.Projects, tasks and time tracking
Open guide →GuideUse project overview and progress
Use project overview and progressReview project health, tracked time, tasks, milestones, financials and recent activity.Projects, tasks and time tracking
Open guide →GuideUse the project Gantt chart
Use the project Gantt chartVisualise task dates, dependencies and delivery sequence on a timeline.Projects, tasks and time tracking
Open guide →GuideManage project files and client visibility
Manage project files and client visibilityUpload internal or client-visible files and update file descriptions.Projects, tasks and time tracking
Open guide →GuideUse project discussions
Use project discussionsCreate threaded project conversations and control client visibility.Projects, tasks and time tracking
Open guide →GuideRecord project expenses
Record project expensesCreate project-related costs and mark eligible expenses billable to the customer.Projects, tasks and time tracking
Open guide →GuideCreate a task
Create a taskDefine work with assignees, followers, dates, priority, relation and description.Projects, tasks and time tracking
Open guide →GuideUse task list and Kanban views
Use task list and Kanban viewsFilter tasks, change view and move work through statuses.Projects, tasks and time tracking
Open guide →GuideUse task checklists and attachments
Use task checklists and attachmentsBreak work into verifiable steps and keep supporting files with the task.Projects, tasks and time tracking
Open guide →GuideTrack time with task timers
Track time with task timersStart, stop, edit and review time entries while respecting permissions.Projects, tasks and time tracking
Open guide →GuideCreate billable task time on an invoice
Create billable task time on an invoiceSelect eligible unbilled time and convert it into invoice line items.Projects, tasks and time tracking
Open guide →GuideCopy tasks and manage recurring tasks
Copy tasks and manage recurring tasksReuse task structures and automate repeat work without duplicating setup manually.Projects, tasks and time tracking
Open guide →GuideConfigure contract types
Configure contract typesCreate consistent contract classifications for filtering and reporting.Contracts and documents
Open guide →GuideSchedule an invoice email
Schedule an invoice emailChoose a future date and time for an invoice message.Email and communications
Open guide →GuideUse sales reports
Use sales reportsAnalyse invoices, payments, estimates, proposals, items, taxes and credit notes.Reports, goals and surveys
Open guide →GuideUse expenses and income reports
Use expenses and income reportsCompare operational costs and revenue over selected periods.Reports, goals and surveys
Open guide →GuideUse customer reports
Use customer reportsReview customer acquisition, groups and account-level performance.Reports, goals and surveys
Open guide →GuideUse lead reports
Use lead reportsMeasure lead volume, source, status, conversion and monthly trends.Reports, goals and surveys
Open guide →GuideUse timesheet reports
Use timesheet reportsReview tracked time by staff, project, task and period.Reports, goals and surveys
Open guide →GuideCreate and manage goals
Create and manage goalsSet measurable targets, assign responsibility and review progress toward the selected goal type.Reports, goals and surveys
Open guide →GuideCreate a survey
Create a surveyBuild a questionnaire with ordered questions, descriptions and publication settings.Reports, goals and surveys
Open guide →GuideSend a survey and manage mailing lists
Send a survey and manage mailing listsInvite selected contacts or imported email lists and avoid duplicate sends.Reports, goals and surveys
Open guide →GuideReview survey results
Review survey resultsAnalyse individual answers and aggregate response patterns.Reports, goals and surveys
Open guide →GuideExport CRM data
Export CRM dataGenerate supported data exports for portability, audit or controlled analysis.Data, privacy and security
Open guide →GuideRun and verify the cron job
Run and verify the cron jobConfigure scheduled processing for reminders, recurring records, email and automation.System settings and customisation
Open guide →GuideGenerate and export an e-invoice
Generate and export an e-invoiceValidate the configured template and create the supported electronic invoice output.Enterprise modules and integrations
Open guide →GuideAccounting & Bookkeeping module overview
Accounting & Bookkeeping module overviewUnderstand the complete Britixo Accounting & Bookkeeping workspace, its menu structure and how operational CRM records become double-entry accounting transactions.Accounting & Bookkeeping
Open guide →GuideUse the Accounting dashboard
Use the Accounting dashboardReview conversion status, income and sales summaries and the high-level accounting position from the module dashboard.Accounting & Bookkeeping
Open guide →GuideUnderstand double-entry accounting in Britixo
Understand double-entry accounting in BritixoLearn how debits, credits, source records, ledger accounts and balanced journal lines work inside the module.Accounting & Bookkeeping
Open guide →GuideComplete the Accounting setup checklist
Complete the Accounting setup checklistConfigure the module in a controlled order before converting live transactions or relying on reports.Accounting & Bookkeeping
Open guide →GuideChoose cash or accrual accounting
Choose cash or accrual accountingUnderstand the accounting-basis setting and how it changes the timing of income and expense recognition.Accounting & Bookkeeping
Open guide →GuideConfigure account numbers and default accounts
Configure account numbers and default accountsStandardise ledger numbering and select the accounts used as controlled defaults by conversion workflows.Accounting & Bookkeeping
Open guide →GuideCreate and edit a Chart of Accounts account
Create and edit a Chart of Accounts accountAdd a ledger account with the correct type, detail classification, number, name and opening information.Accounting & Bookkeeping
Open guide →GuideAdd or edit a manual register transaction
Add or edit a manual register transactionRecord a controlled manual debit-and-credit transaction directly from the registers area when no supported source document exists.Accounting & Bookkeeping
Open guide →GuideAccounting mapping setup overview
Accounting mapping setup overviewConnect CRM source records and optional modules to the correct debit and credit accounts before automatic conversion is enabled.Accounting & Bookkeeping
Open guide →GuideConfigure sales invoice account mappings
Configure sales invoice account mappingsDefine how customer invoices post to accounts receivable, income, discounts, taxes and item-specific accounts.Accounting & Bookkeeping
Open guide →GuideConfigure payment mode account mappings
Configure payment mode account mappingsMap each CRM payment mode to the correct cash, bank or clearing account for received and paid transactions.Accounting & Bookkeeping
Open guide →GuideConfigure credit note and refund mappings
Configure credit note and refund mappingsSet the accounts used when customer credit notes are created, applied to invoices or refunded.Accounting & Bookkeeping
Open guide →GuideConfigure expense category account mappings
Configure expense category account mappingsMap CRM expense categories to expense accounts and control the accounting classification of direct and recurring expenses.Accounting & Bookkeeping
Open guide →GuideConfigure tax account mappings
Configure tax account mappingsConnect each CRM tax rate to the correct input-tax or output-tax ledger account used by sales and purchase transactions.Accounting & Bookkeeping
Open guide →GuideConfigure item and item-group mappings
Configure item and item-group mappingsRoute sales and related item activity to specific income, cost or inventory accounts instead of relying only on global defaults.Accounting & Bookkeeping
Open guide →GuideConfigure payroll and payslip mappings
Configure payroll and payslip mappingsMap supported payroll payslip components to wage, liability, tax and cash or payable accounts.Accounting & Bookkeeping
Open guide →GuideConfigure Purchase module mappings
Configure Purchase module mappingsMap purchase orders, supplier invoices, payments, refunds, returns and debit notes when the Purchase module is active.Accounting & Bookkeeping
Open guide →GuideConfigure Warehouse account mappings
Configure Warehouse account mappingsMap stock receipts, deliveries, opening stock and loss adjustments to inventory, cost-of-sales and variance accounts.Accounting & Bookkeeping
Open guide →GuideConfigure Manufacturing and Omni Sales mappings
Configure Manufacturing and Omni Sales mappingsSet the ledger accounts used for manufacturing material and labour costs and for Omni Sales returns and refunds.Accounting & Bookkeeping
Open guide →GuideConfigure fixed-equipment account mappings
Configure fixed-equipment account mappingsMap assets, licences, components, consumables, maintenance and depreciation events from the Fixed Equipment module.Accounting & Bookkeeping
Open guide →GuideAccounting transaction centre overview
Accounting transaction centre overviewReview operational records by source type, see conversion status and open the accounting details created from each record.Accounting & Bookkeeping
Open guide →GuideConvert sales invoices to Accounting
Convert sales invoices to AccountingCreate balanced accounting entries from eligible Britixo CRM customer invoices and review the receivable, income and tax lines.Accounting & Bookkeeping
Open guide →GuideConvert invoice payments to Accounting
Convert invoice payments to AccountingPost received customer payments to the mapped cash, bank or clearing account and reduce accounts receivable.Accounting & Bookkeeping
Open guide →GuideConvert credit notes, applications and refunds
Convert credit notes, applications and refundsAccount for customer credits from initial credit note through invoice application or external refund.Accounting & Bookkeeping
Open guide →GuideConvert expenses and recurring expenses
Convert expenses and recurring expensesCreate accounting entries from manual, imported and automatically generated CRM expenses.Accounting & Bookkeeping
Open guide →GuideReview, correct or delete converted transactions
Review, correct or delete converted transactionsInspect linked accounting details and use the least destructive supported correction when a conversion is wrong.Accounting & Bookkeeping
Open guide →GuideTroubleshoot unconverted or incorrectly mapped transactions
Troubleshoot unconverted or incorrectly mapped transactionsFind why a source record did not convert or posted to unexpected ledger accounts.Accounting & Bookkeeping
Open guide →GuideConvert payslips to Accounting
Convert payslips to AccountingPost eligible Payroll payslip costs, deductions and liabilities when the Payroll integration is active.Accounting & Bookkeeping
Open guide →GuideConvert Purchase orders, invoices, payments and refunds
Convert Purchase orders, invoices, payments and refundsReview every Purchase integration transaction type and post eligible supplier activity using configured mappings.Accounting & Bookkeeping
Open guide →GuideConvert Warehouse and stock transactions
Convert Warehouse and stock transactionsPost approved stock receipts, deliveries, opening stock and loss adjustments when the Warehouse integration is active.Accounting & Bookkeeping
Open guide →GuideConvert manufacturing costs to Accounting
Convert manufacturing costs to AccountingPost material, labour and production-related costs from eligible Manufacturing orders.Accounting & Bookkeeping
Open guide →GuideConvert Omni Sales returns and refunds
Convert Omni Sales returns and refundsAccount separately for goods returned through Omni Sales and the related money refunded to the customer.Accounting & Bookkeeping
Open guide →GuideConvert fixed-equipment events to Accounting
Convert fixed-equipment events to AccountingPost acquisitions, licences, components, consumables, maintenance and depreciation from the Fixed Equipment module.Accounting & Bookkeeping
Open guide →GuideCreate banking rules
Create banking rulesAutomate repeatable classification or matching suggestions for feed transactions with consistent descriptions, payees or amounts.Accounting & Bookkeeping
Open guide →GuideAdd a bank transaction from a feed
Add a bank transaction from a feedCreate a new Accounting transaction from a bank-feed row when no existing CRM or ledger transaction represents the movement.Accounting & Bookkeeping
Open guide →GuideJournal entries overview
Journal entries overviewUse manual multi-line journals for accruals, reclassifications, corrections and other approved accounting events not created by a source workflow.Accounting & Bookkeeping
Open guide →GuideCreate a bank transfer
Create a bank transferMove value between two owned cash or bank accounts without treating the movement as income or expense.Accounting & Bookkeeping
Open guide →GuideSupplier bills overview
Supplier bills overviewCreate, approve, pay and track supplier bills inside Accounting while maintaining vendor, tax and ledger connections.Accounting & Bookkeeping
Open guide →GuideCreate and edit a supplier bill
Create and edit a supplier billRecord a supplier liability with accurate vendor, dates, lines, accounts, tax, memo and attachments.Accounting & Bookkeeping
Open guide →GuideCreate, sign and print a check
Create, sign and print a checkPrepare a check from approved bill payments or permitted transactions, then sign and print it through the controlled module workflow.Accounting & Bookkeeping
Open guide →GuideLink checks to supplier bills
Link checks to supplier billsSelect approved supplier bills for a check and keep the check amount, allocations and payable balances consistent.Accounting & Bookkeeping
Open guide →GuideUse Accounting budget reports
Use Accounting budget reportsCompare saved Accounting budgets with actual ledger results using overview, variance and performance reports.Accounting & Bookkeeping
Open guide →GuideCheck transactions against a project budget
Check transactions against a project budgetUse budget mappings and enforcement settings to compare proposed project spending with approved category limits.Accounting & Bookkeeping
Open guide →GuideImprests overview
Imprests overviewRequest, approve, disburse and retire staff imprests while recording purpose, receipts, actual spending and variance.Accounting & Bookkeeping
Open guide →GuideCreate and submit an imprest request
Create and submit an imprest requestRequest a controlled staff cash advance with project, category, amount, purpose, accounts and supporting attachments.Accounting & Bookkeeping
Open guide →GuideApprove and disburse an imprest
Approve and disburse an imprestReview an imprest request, complete the approval chain and confirm the advance payment and ledger impact.Accounting & Bookkeeping
Open guide →GuideRetire an imprest and record variance
Retire an imprest and record varianceRecord actual expenditure, receipts and the difference between the staff advance and eligible spending.Accounting & Bookkeeping
Open guide →GuideReview imprest ledger entries and attachments
Review imprest ledger entries and attachmentsAudit the disbursement, retirement, refunds and receipts connected to an imprest request.Accounting & Bookkeeping
Open guide →GuideClaims and reimbursements overview
Claims and reimbursements overviewSubmit staff expense claims, approve eligible amounts and record reimbursement or refund entries with project and category context.Accounting & Bookkeeping
Open guide →GuideCreate, submit and review a claim
Create, submit and review a claimRecord a staff reimbursement request with project, category, amount, accounts and evidence before sending it for approval.Accounting & Bookkeeping
Open guide →GuideApprove, reject and reimburse a claim
Approve, reject and reimburse a claimReview claim evidence, complete approval and record payment to the staff claimant.Accounting & Bookkeeping
Open guide →GuideManage claim refunds and ledger entries
Manage claim refunds and ledger entriesReview, edit or remove reimbursement records and confirm claim booking and payment entries remain accurate.Accounting & Bookkeeping
Open guide →GuideModify income statement presentation
Modify income statement presentationCreate controlled presentation rules for Profit & Loss and related income-statement output without changing the underlying ledger transactions.Accounting & Bookkeeping
Open guide →GuideAccounting report centre overview
Accounting report centre overviewNavigate the full Accounting report catalogue and choose the correct statement, ledger, ageing, tax, banking or management report.Accounting & Bookkeeping
Open guide →GuideUse Balance Sheet reports
Use Balance Sheet reportsReview assets, liabilities and equity as of a selected date through standard, detail, summary and comparison views.Accounting & Bookkeeping
Open guide →GuideUse Profit & Loss reports
Use Profit & Loss reportsAnalyse income, cost of sales and expenses using standard, detail, comparison, year-to-date, 12-month and percentage views.Accounting & Bookkeeping
Open guide →GuideUse Cash Flow and Changes in Equity reports
Use Cash Flow and Changes in Equity reportsReview how operating, investing and financing activity changes cash and how profits, contributions and distributions change equity.Accounting & Bookkeeping
Open guide →GuideUse General Ledger, Journal and Trial Balance reports
Use General Ledger, Journal and Trial Balance reportsTrace every posted debit and credit, review journal sequence and confirm total debits equal total credits.Accounting & Bookkeeping
Open guide →GuideUse transaction and account audit reports
Use transaction and account audit reportsInvestigate ledger activity through Account History, Recent Transactions, Transaction Detail by Account and Transaction List by Date.Accounting & Bookkeeping
Open guide →GuideUse Accounts Receivable ageing reports
Use Accounts Receivable ageing reportsReview unpaid customer balances by age in summary and detailed invoice views.Accounting & Bookkeeping
Open guide →GuideUse Accounts Payable ageing reports
Use Accounts Payable ageing reportsReview unpaid supplier balances by age in summary and detailed bill or purchase-invoice views.Accounting & Bookkeeping
Open guide →GuideUse Tax Detail, Summary and Liability reports
Use Tax Detail, Summary and Liability reportsReview taxable transactions, totals by tax rate and the resulting tax payable or receivable position.Accounting & Bookkeeping
Open guide →GuideUse Deposit Detail and Check Detail reports
Use Deposit Detail and Check Detail reportsReview deposits and check activity by account, date, payee and transaction reference.Accounting & Bookkeeping
Open guide →GuideUse Income by Customer and Deposit Detail reports
Use Income by Customer and Deposit Detail reportsAnalyse revenue by customer and trace bank deposits back to the payments or transactions that produced them.Accounting & Bookkeeping
Open guide →GuideUse employee and time-activity reports
Use employee and time-activity reportsReview employee contact information and time-activity changes where the underlying Britixo features provide the data.Accounting & Bookkeeping
Open guide →GuideReview inventory and cost accounting results
Review inventory and cost accounting resultsUse ledger and financial reports to validate inventory, cost of sales and production or warehouse conversion results.Accounting & Bookkeeping
Open guide →GuideReview expense and finance results
Review expense and finance resultsAnalyse converted CRM expenses, supplier bills and related financial statement impact through detailed and summary reports.Accounting & Bookkeeping
Open guide →GuideExport, print and filter Accounting reports
Export, print and filter Accounting reportsProduce controlled PDF, spreadsheet or printed outputs with enough filter context to be reproducible.Accounting & Bookkeeping
Open guide →