Record and Track Expenses| Product Guide

Keep a proper track of your profit by recording your expenses for each sale. Be it any travel expenses or material purchases, categorize and add your expenses and analyze your profit margin. Jump in and check out the steps to track expenses.

Record Expenses

  • Click on the expense list in the left navigation bar. You will be taken to the expenses listing page. 
  • To add a new expense, click on the add icon in the top right corner of the page. Provide the contact name and the respective sale for which the expense is being tracked.
  • Record the expense date in the field and add the currency and amount.  Provide a description to describe how the expense was incurred. 
  • Select the category of your expense from the drop-down menu. Want to customize the categories or add more? See how you can customize the expense settings on this page.
  • Once all the details are provided click ‘Add’ to record the expense.

Or, 

  • Select your sale to which you need to add expenses from the sales list.
  • Under the expense tab click on ‘Add’. 
  • Record the expense date in the field and add the currency and amount.  Provide a description to describe how the expense was incurred.
  • Select the category of your expense from the drop-down menu. 
  • Next, click ‘Add’.

Filter Expenses

  • Click on the expense list in the left navigation bar. You will be taken to the expenses listing page. 
  • You can filter expenses by contact name, company name and sales title by using the search bar in the top right corner.
  • To filter by date click on the funnel icon on the top right corner and select ‘ Expenses created during’. Next, select the date range. You can view the filtered expenses based on the date range selected.

Edit Expenses

  • Click on the expense list in the left navigation bar. You will be taken to the expenses listing page.
  • Click on the expense you wish to edit from the expense list and make the required changes. Once done, click ‘Update’.

Or, 

  • Select your sale for which you need to edit the expenses from the sales list.
  • Under the expense tab, click on Actions ( 3dots) icon next to the expense you wish to edit.
  • Make the required changes. Once done, click ‘Update’.