Getting Started with Expenses

Track all your business expenses in Avaza, link them to Customers and Projects, and add chargeable Expenses to Invoices in just minutes.

Our Expenses module lets you and your team track both chargeable and non-chargeable expenses, set up unit price (for example, mileage), email in receipts to create new expenses and approve or reject expenses on the go. You can pull in chargeable expenses into an Invoice and send it to your client for a quick online payment.

Expense Settings

To get started with tracking Expenses, head over to Settings > Expense Settings for a few account level settings.

Figure: Settings for Expense Approvals, Recurring Expenses, and Expense Categories

On this page, you can manage the following settings:

  • Expense Approval Required: Toggle Expense Approval on or off using this switch. (Read our Expense Approval guide here).
  • Lock Approved Expenses: Lock approved Expenses from further editing by toggling this switch on or off.
  • Recurring Expense Generation Time: Set the time you want new Recurring Expenses to be created.
  • Expense Categories: Add or edit Expense categories to track expenses against. Add percentage and/or fixed Markup to each category or set a unit price.

Create a New Expense Entry

Once you’ve established account level settings, you can start creating Expenses.

Expense tabFigure: Click on Expenses in Expense Drop-Down

Navigate to the Expense tab on the Side Navigation and click Expenses from the drop-down.

Create an expense entry Figure: Click Create Expense Button to Create New Expense

On the Expense Overview page, click ‘Create Expense’.

Figure: Create a New Expense Form

Fill in the required fields to create a new expense. The mandatory fields include:

  • Expense Date: The system defaults it to today’s date.
  • Expense Category: Some default categories are already set up, but you can add more on the Expense Settings page. These categories are used for expense reporting, as well as charging clients a markup or setting a unit price.
  • Currency: Choose the currency the expense was incurred in. System defaults to your account currency. For expenses entered in a different currency than the account default, Avaza will pull a relevant exchange rate. You can change this as needed.
  • Amount: Enter expense amount.
  • Tax: Enter any applicable sales tax (Read more about Tax Settings here).
  • Amount is: Choose whether the entered amount is inclusive or exclusive of tax.

At this point, you can click the ‘Verify & Save’ button, or save Expense as a Draft. Use ‘Save Draft’ if you need to make further changes at a later point, or ‘Verify & Save’ if you’re done editing the Expense and, if applicable, are ready to submit it for Approval.

This screen also includes some optional fields. These are:

  • Attach File: Attach a soft-copy of a receipt or another relevant document.
  • Chargeable/Non-Chargeable: Check the box if this is an expense you wish to invoice a client for.
  • Customer: Select an existing customer you want to link this expense to. You can only choose customers whose projects you are a member of.
  • Project: Select an existing project you want to link this expense to. You can only choose Projects you are a Project Member on.
  • Group/Trip Name: This field is useful for reporting total expenses for specific work trips. A drop-down is available when a value already exists for this field (for example, November Team Meetup), or you can enter a new value to create it.
  • Merchant Name: Enter Merchant Name
  • Merchant Tax Number: Enter Merchant Tax Number.
  • Notes: Add any relevant notes. These can be imported to your client Invoice as well.

Create an Expense via Email

Expenses can also be created via Email. Expenses created this way are automatically saved as a Draft, and you can add specific details at a later point.

4-email-expensesFigure: Create Expense Via Email Message

To create an expense via email, take a photo of the receipt and email it to “yourdomain@expenses.avaza.com” (replace the “yourdomain” text with your actual domain). Each email sent to this address creates a new draft expense as long as the user has the Admin or Timesheet/Expense permission.

  • Expense Date is the date expense is emailed on.
  • Currency is populated from your account currency.
  • Notes are populated from Email Subject.
  • Attachment is saved from email.

You will need to edit the draft expense to add the amount, tax, category and customer information.

Expense Status

The Expense Overview screen shows you all Expenses created by you and their statuses. You can easily filter expenses by status, or use the search box to find specific entries.

Expense overview pageFigure: Expense Overview Page with All Expense Statuses

The different statuses an Expense can have are as follows.

ExpensesFigure: Chargeable/Non-Chargeable Expenses Workflow

Chargeable Status:

  • Not Chargeable: Expenses that are not chargeable to a client.
  • Uninvoiced: Chargeable Expenses that have not been invoiced yet.
  • Invoiced: Chargeable Expenses that have already been invoiced.

Un-invoiced expenses can be added in bulk to an Invoice using the Add Expense button. You can read more about adding Expenses to an Invoice in the Getting Started with Invoices guide.

Approval Status:

Approval status is visible as a color-code to the left of the Expense Date on the Expense Overview page.

  • Draft: Grey
  • Pending: Yellow
  • Automatically Approved: Light Green
  • Approved: Dark Green
  • Rejected: Red

Read more about setting up Expense Approvals for your business.

Hope this guide helps you understand how to create and manage expenses in Avaza. If you need further help, feel free to contact our support team via chat or by emailing support@avaza.com.