{"id":1141,"date":"2015-11-16T09:51:43","date_gmt":"2015-11-16T09:51:43","guid":{"rendered":"http:\/\/www.onlineinvoices.com\/blog\/?p=1141"},"modified":"2017-05-09T11:48:38","modified_gmt":"2017-05-09T11:48:38","slug":"creating-expenses-in-online-invoices","status":"publish","type":"post","link":"https:\/\/www.onlineinvoices.com\/blog\/2015\/11\/16\/creating-expenses-in-online-invoices\/","title":{"rendered":"Creating Expenses in Online Invoices"},"content":{"rendered":"

\"Add-Expenses\"<\/a>“OnlineInvoices” also works as an “Expense Tracker Software”<\/h3>\n

Creating or adding\u00a0 new expenses to your online invoices system:<\/em><\/p>\n

Through the “Finance”<\/strong> tab, Select the “Add Expenses”<\/strong> option.<\/p>\n

    \n
  1. Select a “Date”<\/strong> for the expense you want to be adding.<\/li>\n
  2. Add the “Amount”<\/strong> of the expense and select the “Currency”<\/strong>.<\/li>\n
  3. “Attach Image of Receipt”<\/strong> to the expense through the “Browse”<\/strong> option.<\/li>\n
  4. Select a “Category”<\/strong> from the drop-down menu or add the “Category”<\/strong> manually -all inserted categories are saved once you click the “Save”<\/strong> button.<\/li>\n
  5. Select a “Vendor”<\/strong> from the drop down menu or insert the “Vendor”<\/strong> manually, all inserted “Vendors”<\/strong> are saved once you click the “Save”<\/strong> button.<\/li>\n
  6. Add a “Description”<\/strong> for the expense.<\/li>\n
  7. Assign the expense to one of your “Clients”<\/strong>.<\/li>\n
  8. Add the applicable tax into the “Tax1”<\/strong> or “Tax2”<\/strong> fields and also determine your tax “Amount”<\/strong> into the “Amount”<\/strong> field.all those taxes are included in the expense total. <\/strong>To create new taxes click Managing Tax Options for Online invoices<\/span><\/a>.<\/span><\/span>\"Add-Expenses-Taxes\"<\/a><\/li>\n
  9. Select whether this expense is “Recurring”<\/strong>:\n
      \n
    1. Tick the “Recurring”<\/strong> check box.<\/li>\n
    2. Select the “Frequency”<\/strong> of the invoicing.<\/li>\n
    3. Select the “End Date”<\/strong> for the last invoice
      \n      \"Reccur-Expenses\"<\/a><\/li>\n<\/ol>\n<\/li>\n
    4. Click the “Save” <\/strong>button to save the new expense.<\/li>\n<\/ol>\n

      How to import a list of expense\u00a0entries\u00a0from a CSV file.<\/h2>\n
        \n
      1. Open the Excel program<\/li>\n
      2. At the first row add the fields “Amount”<\/strong>, “Currency”<\/strong>, “Category”<\/strong>, “Vendor”<\/strong> and “Note”<\/strong> in the A1…F1 fields.<\/li>\n
      3. Below every field fill out all the details as in this following figure.<\/li>\n
      4. The “Date”<\/strong> field must be formatted the same format as your system’s date format so in this\u00a0case, we will be using the DD\/MM\/YYYY format.<\/li>\n
      5. The “Currency”<\/strong> field must be added in the country\u2019s “Currency”<\/strong> code, like such as “USD”<\/strong>, “AUD”<\/strong>, ..etc.<\/li>\n
      6. All the added categories “Category”<\/strong> and vendors “Vendor”<\/strong> are automatically saved.\"income-expenses-excel\"<\/a><\/li>\n
      7. After you have added all your items save the Excel file as CSV (Comma delimited.).\"save<\/a><\/li>\n
      8. Log in to your “Online Invoices”<\/strong> account.<\/li>\n
      9. Through the “Finance”<\/strong> tab,\u00a0 Select the “Expenses”<\/strong> option.<\/li>\n<\/ol>\n

        Click the blue marked “Import”<\/strong> button at the top right corner.\"kkjbhj\"<\/a>
        \n<\/a><\/p>\n

        The importing wizard will start.<\/h3>\n

        Step 1 Import options:<\/h3>\n
          \n
        1. \"income-expence-import-1\"<\/a>Select the file that will be imported (the CSV file we previously saved).<\/li>\n
        2. Through the “Delimiters”<\/strong> section,\u00a0 Select the “Comma Separated”<\/strong> option.<\/li>\n
        3. Click the “Import First Row”<\/strong> check box. If your file contains the same field labels existing at the first row so, In this (Case) we will not be ticking the checkbox.<\/li>\n
        4. Click the “Next Step”<\/strong> button.<\/li>\n<\/ol>\n

          Step 2 Fields Mapping:<\/h3>\n

          \"income-expence-import-2\"<\/a><\/p>\n

            \n
          1. On this step, We will map the fields (Columns) on the imported file to the corresponding fields on the system.<\/li>\n
          2. The “Amount”<\/strong> field is required and must be existing on file.<\/li>\n
          3. Select a corresponding field on the file for each system field as showing in the figure above.<\/li>\n
          4. If you have entered a new “Category”<\/strong> or “Vendor”\u00a0<\/strong>so it will be saved on the system.<\/li>\n
          5. Click the “Import”<\/strong> button.<\/li>\n<\/ol>\n

            Step 3 Importing:<\/h3>\n

            \"Import-projectstep-3\"<\/a><\/p>\n

              \n
            1. The system will take a few seconds to import the “Fields”<\/strong> and save them.<\/li>\n
            2. Refer back to the “Expense”<\/strong> page to check the imported items.<\/li>\n<\/ol>\n

              \u00a0<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

              “OnlineInvoices” also works as an “Expense Tracker Software” Creating or adding\u00a0 new expenses to your online invoices system: Through the “Finance” tab, Select the “Add Expenses” option. Select a “Date” for the expense you want to be adding. Add the “Amount” of the expense and select the “Currency”. “Attach Image of Receipt” to the expense through the “Browse” option. Select a “Category” from the drop-down menu or add the “Category” manually -all inserted categories are […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[15],"tags":[],"yoast_head":"\nCreating Expenses in Online Invoices - Online Billing Software<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.onlineinvoices.com\/blog\/2015\/11\/16\/creating-expenses-in-online-invoices\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Creating Expenses in Online Invoices - Online Billing Software\" \/>\n<meta property=\"og:description\" content=\"“OnlineInvoices” also works as an “Expense Tracker Software” Creating or adding\u00a0 new expenses to your online invoices system: Through the “Finance” tab, Select the “Add Expenses” option. Select a “Date” for the expense you want to be adding. Add the “Amount” of the expense and select the “Currency”. “Attach Image of Receipt” to the expense through the “Browse” option. Select a “Category” from the drop-down menu or add the “Category” manually -all inserted categories are […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.onlineinvoices.com\/blog\/2015\/11\/16\/creating-expenses-in-online-invoices\/\" \/>\n<meta property=\"og:site_name\" content=\"Online Billing Software\" \/>\n<meta property=\"article:published_time\" content=\"2015-11-16T09:51:43+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2017-05-09T11:48:38+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/11\/Add-Expenses.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Adam\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#website\",\"url\":\"https:\/\/www.onlineinvoices.com\/blog\/\",\"name\":\"Online Billing Software\",\"description\":\"Online Invoicing System\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.onlineinvoices.com\/blog\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2015\/11\/16\/creating-expenses-in-online-invoices\/#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/11\/Add-Expenses.png\",\"contentUrl\":\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/11\/Add-Expenses.png\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2015\/11\/16\/creating-expenses-in-online-invoices\/#webpage\",\"url\":\"https:\/\/www.onlineinvoices.com\/blog\/2015\/11\/16\/creating-expenses-in-online-invoices\/\",\"name\":\"Creating Expenses in Online Invoices - Online Billing Software\",\"isPartOf\":{\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2015\/11\/16\/creating-expenses-in-online-invoices\/#primaryimage\"},\"datePublished\":\"2015-11-16T09:51:43+00:00\",\"dateModified\":\"2017-05-09T11:48:38+00:00\",\"author\":{\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#\/schema\/person\/6141a88321495102929f4ca173090c5c\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2015\/11\/16\/creating-expenses-in-online-invoices\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.onlineinvoices.com\/blog\/2015\/11\/16\/creating-expenses-in-online-invoices\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2015\/11\/16\/creating-expenses-in-online-invoices\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.onlineinvoices.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Creating Expenses in Online Invoices\"}]},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#\/schema\/person\/6141a88321495102929f4ca173090c5c\",\"name\":\"Adam\",\"image\":{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#personlogo\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/5437519e3486de9f7b32f59a0544efaa?s=96&d=retro&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/5437519e3486de9f7b32f59a0544efaa?s=96&d=retro&r=g\",\"caption\":\"Adam\"},\"url\":\"https:\/\/www.onlineinvoices.com\/blog\/author\/admin\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Creating Expenses in Online Invoices - Online Billing Software","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.onlineinvoices.com\/blog\/2015\/11\/16\/creating-expenses-in-online-invoices\/","og_locale":"en_US","og_type":"article","og_title":"Creating Expenses in Online Invoices - Online Billing Software","og_description":"“OnlineInvoices” also works as an “Expense Tracker Software” Creating or adding\u00a0 new expenses to your online invoices system: Through the “Finance” tab, Select the “Add Expenses” option. 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