How can I enter expenditures?

Entering expenditures

Expenditures are integrated and journalized in the accounting system. The journal can be found under "Accounting - Journal".

No accounts payable posts will be made for the expenditures. The basic idea behind expenditures is to quickly and efficiently enter any purchases or expenses that you paid and settled directly.

For example: Filling up the gas tank on your car or purchasing toilet paper from a store.

Expense account and asset account

You can select the appropriate expense account or asset account for your expenditure. Choose from any of the expense accounts or asset accounts you defined in your chart of accounts. To find out how to edit your chart of accounts, please refer to the article "Managing account groups and the chart of accounts".

Expenditure amount

Here you can choose the currency and enter the amount incl. VAT. bexio then automatically calculates the correct amount. If another VAT rate is used or the invoice does not include VAT, click "Advanced" to see and use additional options.

If VAT rates are missing, you can enter these into bexio yourself. To find out how, read "Managing VAT rates".

Posting date

The date is a mandatory field. Please select the date on which you want to have the service paid because the expenditure will automatically be posted on this date.


Banking account and posting description

Here you can choose from among all of the banking accounts you defined. To find out how to add a banking account, please read "Managing banking accounts and setting up ESR".

In the description, enter which type of expenditure this is. That will help you keep track of and allocate your expenditures later.


Billing an expenditure

Of course you can still bill your expenditures to another party. To do so, attribute the expenditures to a contact and mark them as billable.


Expenditures can be linked to a project.

Uploading receipts

You can attach sales receipts or invoices right to the expenditure. The same principle applies as for vendor invoices.


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