Manage Expenses

With Cloudbillz you can attach your receipts, bills, or supplier details that can easily help you keep track of your expenditures.

Add New Suppliers

Click on the Suppliers on the side menu. Then select Add New Supplier (figure 4.1). Here you can insert relevant information of the supplier

Edit Supplier Profile

If you need to edit the supplier profile, simply click on the edit icon under "Actions" and then make necessary changes and click on "save" (figure 4.1).

Add new Expense

Click on the Expenses icon on the side menu and then select New Expense.

Figure 4.1

Insert necessary expense information in the given fields. (figure 4.2)

Figure 4.2

Assign suppliers to expenses

If you have already created a profile for your supplier, simply type first two letters of the supplier name, supplier name will appear on a list. You can click on the Add New Supplier to add a new supplier. (figure 4.3)

Adding Taxes to your expenses

Tick on Add Tax to assigned taxes for your expense (figure 4.3). Here you can manage your taxes for your expenses. You can add multiple taxes to a single expense.

Attach Documents

Click on Attach Documents button to attach appropriate documents such as receipts, bills to your expense. (figure 4.3)

Figure 4.3

Edit Expenses

If you need to edit the expense, simply click on the edit icon under "Actions" and then make necessary changes and click on "save".

View bills attached to expenses

Click on attachment icon under attachment to view bills attached to expenses.