Follow the steps below to create bills in batch.
1. Navigate to Purchases -> Bills
2. Click ‘…’ and choose Batch Expense Claims.
3. Click on Add Expense Claim.
4. The screen below will appears. Enter the details below:
You can select to key in the simple information or extended information by toggle the radio button.
Field | Explanation |
Employee | Select an Employee that you want to pay. Choose to create a new employee or existing employee. |
Reference No. | Key in a bill References No. if any. *(Optional) |
Date | Select an Expense Claim Date. Note: The default date is the Current Day. |
Due Date | Key in the Expense Claim Due Date. |
Currency | Select the transaction currency. Note: The default currency is Malaysian Ringgit (MYR). |
Account | Select an appropriate Account. You can create a new account by clicking +Add Account. |
Item Description | Add a Description for the transaction. |
Amount | Key in the Expense Claim amount. |
Tax | Key in Tax if any. *(Optional) |
Additional Extended field
Field | Explanation |
Supplier | Select Supplier, choose to create a new customer or existing customer. |
No. | Key in an Expense Claim No. or the system will autogenerate it. |
Tags | Select a tag if any. *(Optional) |
Description | Key in the description of an Expense Claim if any. *(Optional) |
Product | Select an appropriate Product. You can add multiple product by clicking on add item to expense claim button. |
Quantity | Enter the expense claim quantity |
Location | Select the location if any. *(Optional) |
Unit Price | Enter the unit price |
Discount | Key in a discount if any. *(Optional) Note: You can enter by amount or percentage. |
5. Click on Save and you're done.
OR
You can import up to 500 Expense Claims in a batch through an Excel file.
1. Click on Import File.
2. Click and Download the template file.
Simple - less field template file.
Extended - added tags, products & quantity.
3. Fill in the details in the excel file you have downloaded.
4. Click to Upload the excel.
5. Review the transaction.
6. Click Save and you’re done.