A business incurs various types of expenses. Deskera app allows you to record and update all your expenses to manage your cash better well.
On the Deskera Mobile dashboard, tap on the Expense icon under the Business Modules section to access the expenses module.
Fig. 1 Desk Mobile Dashboard
You will see the Expense dashboard with all your existing Expense records. Tapping on Create New Expense will direct you to a new Expense form.
Start by adding the payee whom you’re paying the Expense to. If you haven’t added any payee’s name, you can type the payee’s name, and it will be added to the list.
Fig. 2 Pay To Fig. 3 Pay To Date
The Expense Date is set to the current date as the default option. You can change the date by tapping on the field and selecting an appropriate period.
Under the From Account section, you’ll be able to indicate the pay from account to record the expense amount.
Tap on Payment Type field to select a payment mode – Cheque, Bank Transfer, or Cash and proceed to enter the required details.
Under the To Account section, you’ll be able to indicate the general ledger (GL) account to record the payment amount for the Expense.
Fig. 4 To Account
Tap on the currency field and update the required amount to pay. By default, the currency will be shown in your base currency value.
Tap to select the Pay To Account. You can choose from the various expense-related GL accounts to record the Expense paid to.
Tap on Tax Type to select the tax value to be applied for the Expense you’re paying.
The Total Account field will reflect the amount stated on the currency value field above.
Tap on Add another Pay To Account if you wish to add more expenses that you’re paying for and repeat the above steps. Tap on the cross icon if you want to remove the additional Pay To Account expense information.
The Total Amount field will reflect the Expense (s) amount you are paying. Once done, tap on Create to add the Expense.
Fig 5: Expense created
In the Main Expense screen, you can view your newly added expense record.
In the next article: Learn How do I create a Purchase Order on Desk Mobile App?