How to manually add expense on the Web app
Here are the simple steps to manually add an expense using the web app.
Step 1: Choose ‘Expenses’
Navigate to the ‘Expenses’ section located in the sidebar.
Step 2: Click the ‘+ Add’ Button
Tap or click the ‘+ Add’ button to start adding an expense.
Step 3: Upload Your Receipt
Drag and drop your receipt file or click the upload area to select a receipt from your device.
Step 4: Select a Category
Choose the relevant 'Category' for the expense (e.g., Utilities, Travel, etc.).
Step 5: Input the Amount
Enter the 'Amount' of the expense.
Step 6: Choose the Date
Select the 'Date' the expense occurred.
Step 7: Enter Additional Details
Provide the Merchant's name and add any Notes if necessary.
Step 8: Save the Expense
Click the ‘Save’ button to finalize and add the expense.
On the Expenses page, all expenses are listed chronologically, starting with the most recent at the top and moving toward older entries. This organization makes it easy to quickly review and access your latest expenses.
FAQ
Q: Is this feature free?
A: Yes, this feature is currently available free of charge.
Q: Can I sync my bank with the platform?
A: Not at this time. Bank synchronization is not yet supported.
Q: Will expenses added on the web app sync to the mobile app?
A: No, expenses added via the web app will not sync with the mobile app’s Cash Flow feature.
Q: Can I add expenses for individual companies to my account?
A: Yes, each company in your account includes an Expenses feature, allowing you to add and manage expenses specific to that company.
Discover more tutorials for Bookipi Invoice on Web v2
Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides.
Download the Bookipi Invoice mobile app and check out our mobile app guides to make sending invoices anytime and anywhere even easier.