Expense Refund
Expense Refund:
To add a refund for an expense, add a new Expense with the “Is Refund” checkbox checked in the add/edit expense. You have to enter the refund amount and the refund payment details.
The refunded amount will be added to the Net-Profit.
Adding expenses, Adding expenses for an employee or customer or supplier
S-Keub 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 analyse them.
– Go to Add Expenses, fill in the details, select the relevant category and select the employee name in the Expense for field.
– Add the expense.
– To view details of all expenses for an employee, go to “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.
Setting default tax for expense:
This option is switched on by SmartPalm support. Raise a ticket from the customer portal and we will enable it for you.