Last updated: 16 Jun 20263 min read
Expenses
What This Does
The Expenses page lets you record expenses against clients. Once added, expenses appear in the Tracking & Billing task list for that client and can be included when creating an invoice or receivable entry.
The Page
| Element | Description |
|---|---|
| + Add Expense | Opens the Add Expense form |
| Search | Expands the filter panel |
| Category | Opens the Expense Categories management page |
Add Expense Form
| Field | Required | Description |
|---|---|---|
| Date | Yes | Date of the expense (defaults to today) |
| Amount | Yes | Expense amount |
| Client | Yes | Client the expense is for |
| Category | Yes | Expense category — click + Add Category to create one inline |
| Account | No | Sales ledger account from Finexo Books |
| SAC | No | Service Accounting Code |
Click Save to add, or Cancel to discard.
Search / Filter Panel
| Filter | Description |
|---|---|
| Date From | Filter expenses from this date |
| Date To | Filter expenses up to this date |
| Amount From | Filter by minimum amount |
| Amount To | Filter by maximum amount |
| Client | Filter by specific client |
| Category | Filter by expense category |
Click Search to apply. Click Remove Search to clear.
Expenses Table
| Column | Description |
|---|---|
| Date | Date the expense was recorded |
| Amount | Expense amount |
| Client | Client the expense is associated with |
| Category | Expense category |
| Action | ⋯ menu — Edit, Delete |
Pagination: 10 / 25 / 50 / 100 records per page.
Creating an Invoice from an Expense
Expenses do not have a direct "Create Invoice" button. To invoice an expense:
- Go to Fees Tracking → Tracking & Billing
- Select the client the expense belongs to
- The expense appears in the task list alongside tasks
- Select it, enter the amount, and click Create Invoice (Finexo Books mode) or Create Receivable Entry (R&P mode)
Expense Categories
Click the Category button to manage expense categories.
| Element | Description |
|---|---|
| + Add Expense Category | Creates a new expense category |
| Search | Search by category name or description |
| Show Inactive Expense Categories | Tick to include inactive categories |
| ← Expenses | Returns to the Expenses list |
Category table columns: Name, Description, Action (⋯ — Edit, Mark Inactive, Delete)
Pagination: 10 / 25 / 50 / 100 records per page.