Expenses

Adding Expenses

StoreMate allows you to add expenses for an employee. These expenses can be Salary, Bonuses, Perks, travel expenditure, or anything else.

Simply create a category for the expense you’re adding. Adding relevant categories helps you to classify expenses and analyze them.

Go to “Add Expenses”, fill in the details, select the relevant category, and choose the employee name in the expense for fields.
Add the expense.

Viewing Expenses

To view details of all expenses for an employee, go to the “Sales Representative Report” and select the User. It will show the total expenses for the employee. You can also view the list of expenses from there.

Expense for Contact (Customer or Supplier)

To add an expense for a customer or supplier, select the customer/supplier name from the expense for contact dropdown.

                Tip: Creating clear categories for each expense type helps you generate better reports and analyze spending patterns efficiently.
            