How can I manually record an expense?

To record a new expense in Zoho Expense:

  1. Go to the Expenses module in the left sidebar.
  2. Click + New Expense in the top right corner or click the + icon next to the Expenses module in the left sidebar.
  3. Fill in the necessary details such as Date, Category, Amount, etc.
  4. Upload receipts, if any.
  5. Mark the checkbox near Personal if you’ve incurred a personal expense.
  6. Check the Claim Reimbursement option if the expense involves spending from your pocket.
  7. Mark the Billable checkbox if you want to bill the expense to your customers. Choose the customer you want to bill from the Customer dropdown.
  8. Select a report from the Add to Report dropdown to add this expense to an existing report or add to a new report.
  9. Include employees or contact persons to the expense from the Attendees dropdown.
  10. Associate relevant tags to your expense.
  11. Click Save and Close to save your expense, or click Save and New to save and create a new expense.
Get a personalized demo from our experts

*
*
*
*
*
*

By clicking Submit, you agree to our Privacy Policy.