Expenses

What the Expenses module is

The module to record daily business spending such as travel, meals, supplies, etc, attach receipts, optionally mark items billable to customers, and later invoice those billables.

How to add an expense

Expense Manager → Expenses → + Add Expense

1. Supplier Information

   • Supplier: Select the supplier.

2. Expense Information

   • Expense No
   • Reference
   • Total Amount

3. Payment Information

   • Payment Date
   • Payment Account
   • Payment Mode

4. Billing Information (Optional)

   • Tick Billable if applicable.
   • Customer: Select the customer to bill.

5. Expense Accounts

   • Account
   • Description
   • Amount
   • Add additional rows if you need to split the expense across multiple accounts.

6. Attachments

   • Click Attachments at the bottom to upload receipts/supporting files.

7. Save

   • Click Save to finalize.

How to import expenses

Expense Manager → Expenses → Import

1. Upload

   • Upload your file (CSV/XLS).
   • Download a sample CSV to match BeeBooks guidelines.

2. Format Settings

   • Configure Date format and Number format, then click Next.

3. Map Fields

   • Map each system field to the corresponding Source Column.
   • Use the Preview to verify your data alignment.

4. Review

   • Review the validation results; if all information is correct, no errors should appear.

5. Confirm

   • Click Confirm Import to complete.