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Create expense
Expenses are designed to record expenditures in bexio easily and efficiently, which have been paid directly via an account (created in Banking). You can record expenses via the already uploaded receipt or the "Expenses" section.
Create an expense from a receipt.
- Open "Inbox."
- Upload the receipt and click on the "three-dot menu."
- Select "New expense."
- Then enter the details of the expenditure.
Under "Inbox," click "Upload" to upload a receipt directly. Further information on uploading files to the inbox can be found in this article.
Click on the "three-dot menu" and then on "New expense." This creates an expense with the selected receipt. Afterward, you can directly define and save the remaining information of the expense so that it is posted.
Create an expense via the purchase module
- Open "Purchase" → "Expenses."
- Select "New expense."
- Then enter the details of the expenditure.
Go to "Expenses" → "Expenses" and click "New expense."
Then you can upload your receipt on the right side of the expense.
Afterward, you can directly define and save the remaining information of the expense so that it is posted.
Expense input fields
You can adjust the title and numbering of the expense directly within the expense itself. You can define the payment date, bank account, currency, and supplier directly in the purchase bills. Furthermore, you can select the booking account under "Booking account" and then add the corresponding VAT rate. Afterward, you can post the expense.
Re-invoice expense
Recorded expenses can be re-invoiced to customers in sales invoices. Ensure that the expenses are in "Completed" status. It is not mandatory to select a contact.
Then open the invoice in which you want to charge this expense. Under "Items," click "More items" → "Expense."
Here you can now select the created expenses, mark the relevant ones using the "Checkbox" on the right, and choose "Add selected." For the expense to be imported into an invoice, the expense must be in "Completed" status.