Expenses are a key part of managing your business. Djaboo allows you to easily manage your expenses and bills. You only have to indicate the amount and the entity to pay, and Djaboo does the rest. You can even use the “Import Expenses” feature to add multiple expenses in seconds.

How to add a new expense? #

It's super simple, go to “spending” in your left menu, click on “Record an expense".

Only admins and authorized team members can access the Expenses page. The admin can set the role of a member to access the expenses. Find out here how define a role.

• Name – Enter the name of the expense, this field can be filled for personal use to easily recognize the expense, even if the expense is billable and you add the name of the expense, the name can also be added to the long description of the invoice item when invoicing the expense.
• Footnotes – for personal use, if the expense is billable and you add a note, the note can also be added to the detailed description of the invoice item when invoicing the expense.
• Category – Select the expense category. or click on + to add one.
• Date: – Add the date the expense is paid.
• Amount – Total amount of expenses.
• Client – Select the customer if this expense is related to a customer (see below for banknotes)
• billable – After selecting a customer (if applicable), the new checkbox will show Billable, you can check this option if the expense is paid/should be paid by the customer.
• Project – Once you have selected a customer and that customer has projects, a new drop-down will appear to select a project for that expense.
• Currency – See below for banknotes.
• Tax – you can add a tax to this expense, currently support 2 taxes.
• Payment method – Select the payment method from which this expense is paid.
• Reference number – Add the reference number, if applicable.
• Repeat every (recurring expense) – If the expense is recurring, you can configure that expense to be recurring and recreate based on your configuration that you set while configuring recurring options, recurring expenses require a properly configured scheduled task.

By default, the spend amount will be in your base currency . If you choose that this expense be billable, the currency will be changed to the customer's currency.

More currency info

• When you record an expense for your business (not a customer), the base currency is used.
• When you record an expense for a customer and it is not billable, the base currency is used.
• When you record an expense for a customer and their billable – the customer's currency is used
• When recording project related expenses – project currency is used (either customer currency if configured or base currency)

How to add an expense with receipt? #

If you want to add a supporting document, click on “Attach receipt” and add your proof.