Zoho Invoice

Help Docs

Back to Expenses Overview](/invoice/help/expense/index.html)

Recording Expenses

Creating an expense

Expense creation

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

Expenses in dashboard

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.


Editing an Expense

To edit an existing expense, click on the pencil icon in the top left corner (as highlighted in the image below)

Edit Expense

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


Recording a Mileage expense

Zoho Invoice 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,

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.

record mileage expenses


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:

Go to the respective project, click on the New Transaction drop down and choose Create Expense.

Record expense from timesheet

To record from the Expense module:

Record expense from Expense


Adding Expenses in Bulk

Zoho Invoice 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:

Bulk Add Expenses


Importing Of Expenses

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

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

In such cases, you can make use of the import option.

Import Expenses


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