Title
Recording Expenses in CRM
Description
This guide explains how to record expenses in CRM
Procedure
STEP 1 - Start by selecting "Expenses" from the Dashboard.
STEP 2 - Click "Record Expense" to add a new expense entry.
STEP 3 - Attach the expense receipt or document in this section.
STEP 4 - Fill in the expense category, date, and amount.
STEP 5 - Specify the currency, tax, and payment mode for the expense.
STEP 6 - If the expense is recurring, you can set the repeat option (e.g., Weekly, Monthly, Yearly).
Video Demonstrates the Steps Above