How to record Cash Expenses in Envoici

Here is how you can track and manage business expenses with Envoici.

Follow these steps if you have already paid for the expenses and now want to record the transaction details.

Step 1: Go to Expenses -> Record Expenses screen when you login to your Envoici account

Step 2: Click on New Expense button

Step 3: Select bank or cash account in Paid From Account dropdown. You can create a new account by clicking on ‘+Add New’ option if there are no accounts.

Step 4: Select Expense Date. This is the day on which actual expense has occurred.

Step 5: If you have created Projects and want to associate this expense with one of the Projects then enter the Project name in the Select Project field

Step 6: Enter expense details in the ‘Type of Expense’ field. You can add new accounts by clicking on ‘+Add New’ option from the dropdown.

Step 7: Enter Description, Tax and Amount details. You can apply more than one tax if required. Click on the ‘+ Add New Row’ button to add more records.

Step 8: You can even attach a scanned copy of the bill to this transaction. Just click on the ‘Browse’ button and upload an image or PDF. This proof is helpful specially during annual audits.

Step 9: Enter Narration for the entire transaction if you want to add more details.

Step 10: Click on Save button.

Leave a Comment

Your email address will not be published. Required fields are marked *

Start Subscription Today!

Issues invoices, track your expenses, inventory and projects in 1 simple to use application. 

Pay $0 For The First 14 Days​

$18USD will be charged at the end of the trial period.