1. Creating an expense
Navigate to Accounting > Expenses & Payments. Fill in the form appropriately to create a new expense.
Create expense
2. Approving an expense
All expenses must be approved before payments can be made against them. Navigate to Accounting > Expenses & Payments. Search for the expense in the table displayed on the same page then click the reference number for the expense, that needs approval as shown in the image below. In the expense profile, select approved/canceled/suspended option from the drop-down as shown below and update.
Approving an expense
3. Making expense payment(s)
Navigate to Accounting > Expenses & Payments. Open the open as explained in the above sections. Once the expense has been approved, Make Payment will automatically appear at the top of the page. Click Make Payment button. Fill in the payment form appropriately then Submit Payment. At the bottom of the same page, you will find the posted payment. To print the payment voucher, click print icon in the action column. The collector can then sign the voucher.
Making Expenses Details