Add or Edit Expenses Categories

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• Edit or Delete Expense

  Go to Expenses and open an expense. Click on “Edit” button to edit the details of the expense and Save it. Click on “Delete” button to delete this expense and Yes, delete it! Button.

• Create an Expense

  Go to Expenses, and Click on “+New” button. Enter the Date, Category (if not available click “+Add New” and save). Select the client (if this expense is relevant to any client). Enter amount and select the payment mode. Type Notes (required narration ...

• Add Expenses to Invoice

  Go to the Invoice and click the +New button. Enter all details, including the client's name. Scroll down, you see a box. Click on the +Add Expenses button. A pop-up will open; select the expenses you want to add to the invoice. Enter the description, ...

• Add or Edit Document Type

  Add Document Type Go to Settings, and Open “Document Types”. Click on “+New” button and enter the Document Type name. Click the Save button Edit Document Type To edit this document, click Edit (✎) button next to the document name. Click the Save ...

• Add or Edit Client Group Name

  Add Client Group Name Go to Settings, and open “Groups”. Click on “+New” button and type the Group Name. Click the Save button. Edit Client Group Name To edit the group name, click Edit (✎) button next to the group name. Change the name and click on ...