Adding a general expense

The expense management tab lets you add and view your general expenses and mileage expenses allowing your business to stay compliant with HMRC.

 

Adding a general expense:

1. Go to Main Navigation > Expenses Management > Manage Expenses

2. Click the New General Expense tab

3. Choose the date the expense occurred

4. Select the supplier and supplier branch that you bought the item in the expense from

5. Enter a description of the expense e.g. coffee for meeting

6. Choose the currency of the expense

7. Enter the expense value

8. Choose the VAT rate from the drop down box

9. Select the GL and Sub GL Category

10. Upload a photo of the expense receipt

11. Enter the payment information

12. Choose Yes or No next to Billable to assign the expense to a specific customer, project and/or contract

12a. If the expense is billable assign it to a customer, branch, contract and project. This will automatically add the expense to the costs associated with the relevant contract or project and will allow the approver to send the invoice to the customer for further approval from inside Clarity365

13. Click Save to submit the expense for approval

 

 

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