Navigate to the Swipez Dashboard and click on the Expense tab visible on the left side corner of the screen.



Click on Create option under Expense and click on Expense again from the given Drop-down.

Upon clicking on the Expense option a Create expense page is visible which requests for details to be filled out such as the Expense number.



The Expense number can either be set to an Auto-generate option or can be entered manually. To learn why & how to do so click here.

Select the Vendor from the drop-down from whom the expense was incurred. To learn how to add a vendor click here.

Select the Category of the Expense by simply selecting from the drop-down menu available or by clicking on the + button visible and typing the new category name.

Similarly, Select the Department of the Expense by simply selecting from the drop-down menu available or by clicking on the + button visible and typing the new Department name.

Enter Invoice number of the purchase invoice and Bill date & Due date for the same.

Post this you have an option to upload an image of the invoice with a maximum file size of 3 MB.



Next add all required details of your invoice such as the products purchased, Tax applied on the product, TDS applied if any, Discount provided, and any adjustments that are to be made as shown above.



Lastly, select the details of the payment information of your expense and select from a wide range of statuses such as Paid, Unpaid, Refunded, or Cancelled and click on the Save button.



You're all set! Your expense should be visible within the Expense list. Click here to learn how to view your listed Expenses.