✏️ Adding a Business Expense

Record a new non-employee business expense to track your company's operational costs — purchases, rent, utilities, marketing, and more.

Steps to Add

Add Business Expense Form

The form is organized as a single card with all fields laid out together.

Field	Required	Description
Date	✅	Date of the expense — defaults to today (DD-MM-YYYY)
Category	✅	Select an expense category from the dropdown (see category options below)

Category	When to Use
Stock Purchase	Purchase of inventory or resale goods
Raw Materials	Materials used in production
Equipment	Machinery, tools, or capital equipment
Office Supplies	Stationery and office consumables
Utilities	Electricity, water, internet bills
Rent	Office, warehouse, or shop rent
Marketing	Advertising and promotional expenses
Maintenance	Repairs and upkeep costs
Communication	Phone, courier, and communication costs
Travel	Transportation and travel expenses
Salaries	Staff salary payments
Other	Any other business expense

Field	Required	Description
Description	—	What the expense is for (e.g., "Cloud hosting - March 2026", "AC servicing for office")

Field	Required	Description
Amount	✅	Base expense amount before tax (₹)
Tax Amount	—	Tax paid on this expense (₹) — defaults to 0

tip

The total expense recorded will be Amount + Tax Amount. Enter both values to accurately track your costs and tax input credits.

Field	Required	Description
Vendor / Supplier	—	Name of the vendor or supplier
Payment Method	—	How the payment was made — select from the dropdown (e.g., Cash, Credit Card, UPI, Online, Bank Transfer)
Reference / Invoice No	—	Vendor's invoice number or your internal reference for this expense

Field	Required	Description
Project	—	Link the expense to a specific project for project-wise cost tracking (optional)

Button	Action
Save Expense	Saves the new expense with status set to Pending
Cancel	Discards the form and returns to the Business Expenses list