How to add an Expense in uKnowva Invoices

Step 1

 

Click on New and Add Expenses.

 

Step 2

 

Enter contact name on which the expenses need to be added.

Enter the nature of expenses and all the details and click on save.

 

Step 3

 

If the contact is not present in your system, click on add as business/Individual.

Then enter all the details and add the contact.

 

 

Step 4

If the expense type is “Purchases” you will have to fill up all the given details and click on save.

You will have to select the required expense type.

 

 

 

Step 5

If the expense type is any other than “purchases” You will have to put the given details and click on save.

 

 

Step 6

You can view your saved expenses by clicking on the highlighted window.

 

 

Step 7

You can edit the expense details by clicking on the name of the expense

Paid to.

 

 

 

Step 8

You can edit / view / download expense voucher by clicking on highlighted window.

 

 

Step 9

You can export the expense data by clicking on the highlighted window.

 

 

Step 10

You can select the tax rate, select the method of payment, put any specific details regarding the expense and add an attachment in the above highlighted windows.

 

 

Step 11

You can enter vendor invoice number and payment date in the above windows.

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