How to record an expense in Quikpair

Capture what the business spent, and what it was for.

Steps

  1. Open Expenses and tap New Expense.
    Record an expense, step 1, on a desktop browserRecord an expense, step 1, in the mobile app
    • 1 New Expense
  2. Under Basic Information, pick a category and set the date. Leave the Expense Number empty and Quikpair generates one.
    Record an expense, step 2, on a desktop browserRecord an expense, step 2, in the mobile app
    • 1 Category
    • 2 AMOUNT
  3. Under Amount Details, enter the amount and the tax rate — Quick rates fill in the common ones.
  4. Add a description, and the Document ID/Number if the bill carries one.
  5. Upload Receipt photographs the bill, or Skip for now if you will add it later.
  6. Under Related Information, link it to a supplier or customer, and set the Related Document Type to tie it to a specific repair, sale or purchase.
  7. To repeat it, switch on This is a recurring expense and Select Frequency — Daily, Weekly, Monthly, Quarterly or Yearly — with a start date and an End Date (Optional).
    Record an expense, step 7, on a desktop browserRecord an expense, step 7, in the mobile app
    • 1 This is a recurring expense
  8. Add Additional Notes and tap Create Expense.

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