Pixie CRM guide collection
Expenses, items and finance setup
Keep spend, items, tax, currencies and supporting finance settings organised and reviewable.
Create an expense
Practical Pixie CRM instructions for create an expense, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideAttach a receipt to an expense
Attach a receipt to an expense in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideCreate a recurring expense
Create a recurring expense in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideConvert a billable expense to an invoice
Practical Pixie CRM instructions for convert a billable expense to an invoice, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideImport expenses
Import expenses in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideConfigure expense categories
Practical Pixie CRM instructions for configure expense categories, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideCreate products and services
Create products and services in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideImport and organise invoice items
Practical Pixie CRM instructions for import and organise invoice items, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideConfigure taxes
Practical Pixie CRM instructions for configure taxes, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideConfigure currencies and base currency
Practical Pixie CRM instructions for configure currencies and base currency, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideConfigure payment modes
A clear Pixie CRM walkthrough for configure payment modes, with the screen path, field checks and post-save verification.
Open guide →