Record expenses and debit notes

Add an expense

1. Go to Purchases > Expenses and tap Add Expense.
2. Check the Date (required).
3. Choose the Category (required) and type the Amount (required). Leave Currency as it is for rupees.
4. Type the Vendor Name (the vendor or payee).
5. Choose the Payment Mode: Cash, UPI, Card, Bank Transfer or Cheque.
6. Optional: a Reference #, a description, and a GST rate payable under RCM if reverse charge applies. Ask your accountant if unsure.
7. Save. The expense shows in the list and in the totals at the top: Total Expenses, This Month and Top Category.

To fix a mistake, open the expense and choose Edit Expense.

Fill an expense from a bill photo (optional)

Tap Scan bill. This is the AI bill scanning feature. It needs internet and must be switched on in Settings. If it is off you will see AI Bill Scanning is off. Enable it in Settings to use OCR. See Scan a bill to fill an expense for the full steps. You always review the filled values before saving.

Debit notes

Use a debit note when a supplier bill needs a value correction, such as a purchase return or an overcharge. Go to Purchases > Debit Notes. Link it to the original purchase invoice where the screen allows.