How to Add Expense in 925worksuite ERP

Overview

This guide explains how to record and save an expense in the Finance module. Expenses help track company spending, manage cash flow, and maintain accurate financial records.

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Steps

1. Go to Finance
2. Click on Expenses
3. Click on Add Expense
4. Enter expense details:
   • Select Expense Details
   • Input Item Name
   • Choose Currency (₦ - Naira)
   • Enter Price
5. Enter Purchase Date
6. Select additional options if required (e.g., category or account)
7. Click on Purchased From
   • Enter vendor or supplier name
8. Add more details:
   • Enter Description
   • Upload Bill/Receipt (optional)
9. Click Save

Expected Result

The expense will be successfully recorded and reflected in the Finance module for reporting and tracking.

Common Errors

• Missing required fields (e.g., item name or price)
• Incorrect currency selection
• Invalid or missing purchase date
• Forgetting to save the expense

FAQs

1. Can I edit an expense after saving?
Yes, you can update the expense depending on your access permissions.

2. Is attaching a receipt mandatory?
It depends on your organization’s policy, but it is recommended for proper documentation.

3. Can I record expenses in different currencies?
Yes, if multi-currency is enabled in your system.

4. Where can I view saved expenses?
All expenses can be viewed under the Expenses section in Finance.