How to Add a New Expense?

Sequence > Left Navigation Bar > My Space > Expenses

  1. Follow the above-mentioned workflow to land on the Expenses grid.
  2. Click the New expense button located at the top-right corner. Doing so opens the New expense(s) popup.
  3. Here, choose whether you want to add an expense with or without the attachment by clicking the corresponding tab. 
  4. In case you choose with attachment, click the Add a document button to upload an attachment from your system storage. Once that is done, click the Validate button.
  5. If you proceed without attachment, click the Validate button to proceed. 

  6. As a result, the New Expense screen is displayed.
  7. Here, the Select or Drag a file section allows you to upload attachments in .png, .jpg, or .pdf format. 
  8. Moving further, the Number, Reference Number, and Date fields are auto-populated. However, you can change the date if needed.
  9. Select the currency from the Currency dropdown.
  10. Use the Vendor dropdown to select the vendor.
  11. Select the report from the Report dropdown.

  12. Moving on to the Expense Details section, choose the purchase category from the Select a Purchase Category dropdown.
  13. Make a selection regarding the VAT inclusion using the VAT dropdown.
  14. In case the VAT is not recoverable, unmark the Recoverable VAT checkbox.
  15. Enter the service or product name using the Service or product field. Select the TVA percentage from the TVA % dropdown. Enter the total in the Total field.
  16. As the total is added, the auto-calculated VAT is displayed next to Amount VAT.
  17. Clicking the three-dot icon reveals the personalize category option that you can click to personalize the category.
  18. To add more items, click the + Add a line button.
  19. Enter the justification for the expense in the Justification textbox.

  20. Once the required selections are made, click the Save and Continue button.
  21. To save and exit, click the downward arrow icon next to the Save and Continue button and select Save and Exit.