Recording Operating Expenses

Record day-to-day spending on Expenses so operating costs stay visible in Transactions, Day Book, and reports.

Before you start

• Know the expense account head and amount.
• Decide whether the expense is paid now or unpaid / credit.

Open Expenses

1. Open Finance > Expenses.
2. Use filters TXN Date, Account Head, Status, Entry Date, and Entry By.
3. Read cards for Transaction Per Day, Total Transactions, and Total Expenses.
4. If the list is empty, you may see No income and expense found with guidance to create or import data.

Add an expense

1. Select Add Expense. The Add Expense form opens.
2. Choose Account Head (required) using Select Expense Head.
3. Enter Amount in Rs (required).
4. Optionally fill Remarks.
5. Under Party, pick Supplier, Staff, or Customer, then select the party.
6. Under Payment Account, choose Paid or Unpaid / Credit.
7. Select Save Expense. Use Reset to clear the form.

What happens next

Saved expenses update finance totals and daybook Expenses rows. Continue with Managing Payment Inflows and Outflows when you pay outstanding amounts.

Related guides

• Tracking Additional Income
• Managing Payment Inflows and Outflows
• Searching and Filtering Transactions