BillBook allows businesses to track and manage expenses related to employees, customers, and suppliers, ensuring accurate financial records. 🚀💰

📌 Adding Employee Expenses #

You can record employee-related expenses such as Salary, Bonuses, Perks, Travel, and other expenditures.

🔹 Steps to Add an Employee Expense #

✅ Go to → Expenses → Add Expense
✅ Enter Expense Details (Amount, Description, Date).
✅ Select the Relevant Expense Category (e.g., Salary, Travel, Bonus).
✅ Choose the Employee Name under “Expense for” field.
✅ Click Save 💾

📌 Now, the expense is recorded under the selected employee.

✅ To view all employee expenses:

• Go to Reports → Sales Representative Report
• Select the employee/user to see total expenses and detailed transactions.

📌 Adding Expenses for Customers or Suppliers #

Businesses may also need to track expenses linked to customers or suppliers (e.g., refunds, business-related costs).

🔹 Steps to Add a Customer/Supplier Expense #

✅ Go to → Expenses → Add Expense
✅ Enter Expense Details
✅ In the “Expense for” dropdown, select the Customer/Supplier Name
✅ Click Save 💾

📌 This ensures that expenses are properly categorized under the respective contact.

📌 Setting Default Tax for Expenses #

If your expenses include taxes, you can set a default tax rate for all expense entries.

🔹 Steps to Set Default Tax for Expenses #

✅ Go to → Settings → Tax Rate Setting
✅ Add or Edit the default tax rate to be applied to expenses.
✅ Save the changes.

📌 Now, the selected tax rate will be automatically applied to all expenses.

🚀 Why Use BillBook for Expense Management? #

✅ Tracks employee salaries, bonuses & work-related expenses 💼
✅ Categorizes expenses for better financial analysis 📊
✅ Links expenses to customers or suppliers when needed ✅
✅ Allows setting default tax rates for accurate tax reporting 💰

With BillBook’s Expense Management feature, businesses can efficiently track and categorize expenses, ensuring accurate financial records! 🚀📑

Let me know if you need any refinements! 😊