Swipez provides a comprehensive expense management solution for your business. To start managing your expenses you can begin by adding your vendors, managing your purchase orders and incoming invoices i.e. expense entries and move to making payouts via your Swipez dashboard

Vendor contact and banking information

A vendor is a company or individual your company is purchasing good or services from. You can save your vendor company and contact information along with the bank details of your vendor. Bank account information of the vendor will be used to make payments to your vendor via Swipez. Learn how to create a new vendor

Expense management

Navigate to Expense tab to manage your company expenses

Create Expense — Create expense entries and keep track of your company purchases. Add details of the invoice received from your vendor, generate a unique expense sequence number and tax information. Keep track of payment status of your expenses. Read more

Create Purchase order — Create purchase order and send the PO to your vendor via email and SMS. Add details of your proposed purchase, generate a unique PO sequence number and tax information. Keep track of payment status of your expenses. Read more

List Expenses — Listing of all expenses created and bulk uploaded onto your account. You can edit, view attachments and export into an excel sheet. Read more 

List Purchase orders — Listing of all purchase orders created and bulk uploaded onto your account. You can edit, convert purchase order to expense and export into an excel sheet Read more 

Category — Set up categories to organize your expenses and purchase orders. Category can be decided as per your preference for ex. Raw materials, Office expenditure, IT infrastructure, etc. Read more

Department — Set up departments to organize your expenses and purchase orders. Department can be decided as per your organization for ex. Sales, Accounts, Production, etc. Read more

Bulk upload — Upload multiple expenses using an excel sheet. Excel sheet format to import expenses is provided within your account. Read more