The Add Expense allows users to track and document property-related or general expenses, providing an organized way to enter expense details such as type, category, amount, dates, and payment information.

Here’s how it works in simple steps:

1) Click on “Quick Buttons” from your dashboard
2) Then Click on “Add Expense”
3) Fill in the necessary information:-
  • There are two types A) property-based and B) General
A) Property-based
  1. Expense Details: Choose “property-based” as the expense type.
  2. Category: Select a type for the expense.
  3. Amount: Enter the expense amount in CAD (Include Sales Tax if applicable)
  4. Type Date: Specify the billing date and payment date using the “Single-date” or “Duration” option accordingly (If selected “Duration” mention the start and end date for the duration)
  5. Billing Date (mm/dd/yyyy): The date on which the bill related to the expense is generated.
  6. Payment Date (mm/dd/yyyy): The date on which the payment is done.
  7. Payment Account: Choose the appropriate payment account.
  8. Attachment: Optionally, attach any relevant files.
  9. Paid by: Select who paid the expense and the associated liability “Property Manager” or “homeowner” (The Liability fields allow you to choose who is responsible for covering a particular expense).
  10. Payment Type: “Business Payment” or “Business Owner/Director Payment”
  11. Add Notes: Include any additional notes.
  12. Submit: Click “Submit” to add the expense to your records.
Or,
B) General
  1. Expense Type: Choose “general” as the expense type.
  2. Category: Select the appropriate category for the expense.
  3. Amount: Enter the expense amount in CAD.
  4. Date Details: Specify the billing date and payment date using the “single_date” option.
  5. Payment Account: Choose the relevant payment account.
  6. Attachment: Optionally, attach any necessary files.
  7. Payment Information: Select who paid the expense and the associated liability (The Liability fields allow you to choose who is responsible for covering a particular expense).
  8. Add Notes: Include any additional notes related to the expense.
  9. Submit: Click “Submit” to record the general expense.

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