## Zoho Billing - Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/au/billing/llms.txt

Use this file to discover all available documentation pages before proceeding.

[Back to Expenses Overview](/au/billing/help/expense/)

# Recording Expenses

## Creating an expense

*   Click the **+** icon beside **Expenses** module on the left sidebar. 
    
*   Enter the date on which the expense incurred in the **Date** field.
    
*   Choose [the category](/au/billing/help/expense/expense-tracking.html#expense-categories) the expense falls under. Click **Itemize** if you need to record expense of various categories as a single expense.
    
    ![Creating Expense](/billing/images/help/images/expenses/record-expenses/create-expense.png)
*   Enter the expense amount in the **Amount** field.
    
*   Choose **Customer Name** if you’re recording an expense incurred to a particular customer.  
    
*   Select **Billable**, if you would be converting/adding this expense to an invoice.
    
*   You can also click a picture of the _expense receipt_ and upload it to Zoho Billing. Click on the **Attach receipt** option inside an expense to do this. The receipt acts as a validation of the expense incurred.
    

All the expenses you record will show up on your Zoho Billing dashboard. It would be in the form of a pie chart representing each category and all your expenses would be segregated accordingly.

![Your Top Expenses - Dashboard](/billing/images/help/images/expenses/record-expenses/top-expenses-dashboard.png)

When you want to review the financial health of your company, a detailed assessment of your expenses is required and this is provided for you in the form of comprehensive [**expense reports**](/au/billing/help/expense/expense-reports.html).

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## Editing an Expense

To edit an existing expense, click **Edit** in the top left corner in the Expense Details page.(as highlighted in the image below)

![Edit Expenses](/billing/images/help/images/expenses/record-expenses/edit-expense.png)

Now, go ahead and modify the expense details as required before saving the changes. The expense is edited accordingly.

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## Recording a Mileage expense

Zoho Billing allows you to record your organization’s mileage expense. Let’s take an example where you or one of your employees had to go on a business trip. If you would like to record the expense towards your trip for your accounting purposes, you can do so by recording the mileage expenses by selecting the **Default Account** as **Fuel/Mileage Expenses**.

To record a mileage expense,

*   Click the **+** icon beside the **Expense** module on the left side bar.
    
*   Navigate to the **Record Mileage** tab.  
    
*   Choose the category under which this expense usually falls.
    
*   Select the default unit and the mileage rates.
    
*   Click **Save**. 
    
    **Insight:** When you enter the mileage expense for the first time, a dialogue box opens up where you will be entering the above mentioned details. Once you're done, these settings will be saved for the future use.
    
*   Enter the date when the expense was made.
    
*   Choose the employee’s name from the drop down. This is the person who submits this expense.
    
*   Select **Distance traveled** and fill the Distance field. If you wish to calculate your distance traveled based on the odometer reading, select **Odometer reading**.
    
*   If you’ve chosen **Odometer reading**, enter the start reading and end reading from the odometer and the distance traveled will be calculated automatically.
    
*   Select your tax from the drop-down if your mileage expense is taxable.
    
*   Choose a customer and check **Billable** to bill the expense to your customer. This will allow you to create an invoice from the mileage expense.
    
*   Click **Save**.
    

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## Recording expenses for projects

Expenses incurred while working on a project can be recorded as well! You can choose to record this within the timesheet module itself or you can do it in the Expense module.

#### To record from the Timesheets module:

*   Navigate to the _Projects_ module and select a project.
*   Click **New Transaction** drop down.
*   Select **Create Expense**.

![Record Expense From Projects](/billing/images/help/images/expenses/record-expenses/create-project-expense.png)

#### To record from the Expense module:

*   Navigate to _Expenses_.
    
*   Click **\+ New** to create a record a new expense.
    
*   Fill in the necessary details.
    
*   Select a project in the **Projects** field.
    
*   Click **Save**.
    
    ![Record Expense From Expenses Module](/billing/images/help/images/expenses/record-expenses/create-project-expense-2.png)

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## Adding Expenses in Bulk

Zoho Billing allows you to add expenses in bulk.

**Scenario:** Charles wants to record all his expenses together at the same time rather than making a separate entry for each of them. He chooses to make use of the \*\*Bulk Add Expenses\*\* option to achieve his requirement and to save time..

If you would like to do the same, please follow the steps mentioned below:

*   Click the **+** icon beside the Expenses module on the left sidebar.
*   Navigate to the **Bulk Add Expenses** tab.
*   Enter the date of the expense.
*   Choose a category under which the expense falls.
*   Enter the total amount of the expense. 

*   Select a customer if applicable.
    
*   Select a project if the expense is associated to that project.
    
*   Check **BILLABLE** if this expense will be converted to an invoice.
    
*   Click **Save**.
    
    ![Add Bulk Expenses](/billing/images/help/images/expenses/record-expenses/bulk-add-expenses.png)

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## Importing Expenses

Zoho Billing has an option to import your existing expenses into the system.

**Scenario:**Charles has got a lot of expenses recorded outside Zoho Billing. He wants to input all of them into the system at one go without creating each of them.

In such cases, you can import expenses to Zoho Billing. To import Zoho Billing:

*   Click the **Expenses** module on the left sidebar.

*   Click the **Hamburger** icon (next to the **gear** icon) on the top right corner and select **Import Expenses**.
    
    ![Import Expenses](/billing/images/help/images/expenses/record-expenses/import-expenses.png)
*   Choose the file that needs to be imported. This file can be in TSV/CSV/XLS format.
    
*   Match the fields in Zoho Billing with the fields in your file and click **Next**.
    
*   If all the fields match perfectly, the system would show a message saying the same, after which you can click the **Import** button to finish the process.
    
*   In case if there is any mismatch, you will get an error message. You can go back and match the file or you can make changes in the file and import it again.
    

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