## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/om/books/help/llms.txt

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

# Other Actions for Expenses

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

##### ON THIS PAGE

*   [Edit Expense](/om/books/help/expense/other-actions.html#edit)
*   [Make Expense Recurring](/om/books/help/expense/other-actions.html#recurring-expense)
*   [Convert an Expense into an Invoice](/om/books/help/expense/other-actions.html#convert-expense-invoice)
*   [Clone Expense](/om/books/help/expense/other-actions.html#clone)
*   [Print Expense](/om/books/help/expense/other-actions.html#print)
*   [Bulk Actions](/om/books/help/expense/other-actions.html#bulk-actions)
*   [Delete Expense](/om/books/help/expense/other-actions.html#delete)
*   [Export Expenses](/om/books/help/expense/other-actions.html#export)

* * *

### 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:

*   Go to **Purchases** > **Expenses** (or press **shift** + **x**).
*   Select the expense you want to edit.
*   Click the **Edit** icon in the top right corner of the page.
*   Make the necessary changes and click **Save**.

![Edit Expense](/bh/books/help/images/expense/edit-expense.png)

* * *

### 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:

*   Go to **Purchases** > **Expenses** (or press **shift** + **x**).
*   Select the expense you want to make recurring.
*   Click the **Make Recurring** button ion the top right corner of the page.

![Make Expense Recurring](/bh/books/help/images/expense/make-recurring1.png)

*   Enter the following details:

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](/books/help/images/expense/make-recurring2.png)

*   Click **Save**.

* * *

### 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:

*   Go to **Purchases** > **Expenses**.
*   Select the expense that you’ve marked as billable which you want to convert into an invoice.
*   Click the **Convert to Invoice** button in the top bar. You will be redirected to the invoice creation page.

![Convert Expense into Invoice](/books/help/images/expense/convert-invoice-expense.jpg)

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](/books/help/images/bills/markup-percentage.jpg)

*   Click **Save as Draft** or **Save and Send**.

* * *

### 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:

*   Go to **Purchases** > **Expenses** (or press **shift** + **x**).
*   Select the expense you want to clone.
*   Click **More** > **Clone**.
*   Go through the expense and click **Save**.

![Clone Expense](/bh/books/help/images/expense/clone-expense.png)

* * *

### Print Expense

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

*   Go to **Purchases** > **Expenses** (or press **shift** + **x**).
*   Select the expense you want to print.
*   Click the **Print** icon on top of the page.
*   Check the expense preview and click **Print**.

![Print Expense](/bh/books/help/images/expense/print-expense.png)

* * *

### 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:

*   Go to **Purchases** > **Expenses** (or press **shift** + **x**).
*   Select the expenses you want to update in bulk.
*   You can print multiple receipts by clicking **Print Receipt**, or delete multiple expenses by clicking the **Delete** icon.

![Bulk Actions](/books/help/images/expense/bulk-update1.png)

*   To update fields in multiple expenses, click **Bulk Update**.
*   Select the field to update and enter the value.
*   Click **Update**.

![Bulk Update](/books/help/images/expense/bulk-update2.png)

* * *

### Delete Expense

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

*   Go to **Purchases** > **Expenses** (or press **shift** + **x**).
*   Select the expense you want to delete.
*   Click **More** > **Delete**.

![Delete Expense](/bh/books/help/images/expense/delete-expense.png)

* * *

### Export Expenses

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

*   Go to **Purchases** > **Expenses** (or press **shift** + **x**).
*   Click the **More** icon in the top right corner of the page.
*   Select **Export Expenses**.

![Export Expenses](/books/help/images/expense/export-expenses1.png)

*   Fill in the following fields:

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.

*   Click **Export**.

![Export Expenses](/books/help/images/expense/export-expenses2.png)

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**Next >**  
[Expense Preferences](/om/books/help/expense/preferences.html)

**Related**

*   [Overview - Expenses](/)
*   [Basic Functions in Expenses](/om/books/help/expense/basic-functions.html)
*   [Manage Expenses](/om/books/help/expense/manage-expenses.html)