Other Actions for Expenses

There are a host of actions that you can perform upon an expense in Zoho Books.

In this page…

Edit Expense

To change the details of an expense that you’ve created in Zoho Books, you’ll have to edit it. Here’s how you can do it:

Edit Expense

Make Expense Recurring

If you incur an expense repeatedly over a period of time, you can choose to make it recurring in Zoho Books. Recurring expenses are generated automatically after an interval of time. Here’s how you can mark an expense as recurring:

Make Expense Recurring
Fields Description
Profile Name Enter a name for the recurring expense or profile.
Date Range Select a Start On date and an End On date. Mark the box Never Expires if you want the recurring expense to be generated forever.
Repeat Every Choose a time interval for the recurring expense or set a Custom time period.
Assocaite Tags Associate tags you’ve created in Zoho Books (Settings > Customisation > Reporting Tags) to the recurring expense.
Make Expense Recurring

Convert an Expense into an Invoice

If you had associated a customer to an expense and had marked it as billable, you can convert the expense into an invoice. Here’s how:

Convert Expense into Invoice

If you had given a markup percentage for the billable expense, the marked up amount will be displayed along with the rate of the line item in the invoice.

Markup Percentage in Expense

Clone Expense

If you want to create an expense which has details similar to an existing expense, you can clone the existing expense. Here’s how you can do it:

Clone Expense

Print Expense

You can print an expense in Zoho Books. Here’s how:

Print Expense

Bulk Actions

With bulk actions, you can perform an operation on multiple expenses or profiles in a single step. For example, you can bulk delete multiple expenses or bulk update fields in expenses.

Scenario: Patricia wants to bulk update the notes of her expenses. In such a case, she selects the expenses she wants to update, selects Bulk Update and updates the Notes.

To perform a bulk action:

Bulk Actions Bulk Update

Delete Expense

You can delete an expense you have created in Zoho Books. Here’s how:

Delete Expense

Export Expenses

You can export all your expenses in Zoho Books to your system in the CSV, XLS or XLSX format. Here’s how:

Export Expenses
Fields Description
Select Module By default, the Expenses module will be selected.
Date Range Export All Expenses or select a Specific Period for which you want to export the expenses.
Fields in Export File If you want to export only certain fields, you can select a template under Fields in Export File. If you don’t have an export template, you can create a new one by clicking + Add New.
Export As Select the format of your export.
Personally Identifyable Information (PII) If you have any PII that you are exporting, mark the box Include Sensitive Personally Identifiable Information (PII) while exporting.
Password Enter a password to secure your export.

Insight: The PII fields include your customer’s address, email address, phone number, bank account number and any sensitive custom field.

Export Expenses

Next >
Expense Preferences


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