Question asked by Mustapha Awudu 9 years ago
hi, why do u need to create an employee Data before you can create an expenses and it comes under Suppliers. i want to create expenses fields like FUEL & LUBRICANT, PETTY CASH, CAR MAINTENANCE , OFFICE EXPENSES ,,, ETC
Hi Mustapha
There are three basic ways to record a cost (expense) of running your business:
I. Enter a bill from the Supplier (Purchases>Create Bill) to one of the expense headings you quote, to be paid off from the bak at a later date;
Record a payment from your bank account directly to an expense heading;
Record the fact that say a director or employee has paid for an expense out of their own funds and then want to reclaim that from the company, under Purchases>Expenses.
I think you are talking about 3.
In all cases, the record should show who the original supplier was, even in 3, eg I go to Tescos to buy some stationery, then reclaim the expense under 3.
Best you have a read though the various guides under "Need Help" to get the bigger picture to this and/or arrange some training.
Best answerHi Mustapha
Expense claims are made by employees and hence the system expects you to create employee data which it can assign the expenses to.
If you mean that you want to pay bills to suppliers and code it to expense heads like Maintenance / Office expenses etc , then you can use Purchases>Money out function and use the account codes to allocate your expenses or costs of the business.
If you need further detailed help, please create a ticket and I can answer your specific query.
Hope this has been helpful.
Best regards
Latha
Hi Mustapha
There are three basic ways to record a cost (expense) of running your business:
I. Enter a bill from the Supplier (Purchases>Create Bill) to one of the expense headings you quote, to be paid off from the bak at a later date;
Record a payment from your bank account directly to an expense heading;
Record the fact that say a director or employee has paid for an expense out of their own funds and then want to reclaim that from the company, under Purchases>Expenses.
I think you are talking about 3.
In all cases, the record should show who the original supplier was, even in 3, eg I go to Tescos to buy some stationery, then reclaim the expense under 3.
Best you have a read though the various guides under "Need Help" to get the bigger picture to this and/or arrange some training.
Best answerSNAP Latha!
You must 