WEBVTT

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Record a fictional expense in Pixie CRM Open
Expenses from Sales

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and Finance then choose Record Expense The form
starts with the

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core fields while optional links reveal a name
reference note and

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other details

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Open the Name and Reference fields Enter Workshop
materials Training

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and the reference TRAIN EXP zero zero one Clear
identifiers make

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it easier to find an expense and relate it to
supporting records

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Choose the Training and development category
created in the setup

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tutorial Use a consistent category for related
expense types This

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keeps your expense list and category reports
easier to review

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Enter seventy-five pounds as the training amount
Check the fourth

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of November and pounds sterling as the currency
Recurrence tax and

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payment mode are separate options use the
settings that match the

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underlying transaction in your real records

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Open Note and identify this as a fictional
demonstration record

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We are not linking a customer or making it
billable in this example

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No receipt purchase or payment is being
represented as a real event

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Choose Save then review the saved expense The
name category seventy-five

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pound amount reference and training note are
retained This stores

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a record inside the training workspace it does
not transfer money

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or pay a supplier