Managing Employee, Customer, & Supplier Expenses

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 the Expense for field.
• Click Save.

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).

• In the Expense for dropdown, select the Customer/Supplier Name.
• This ensures that expenses are properly categorized under the respective contact.

Setting 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.