Expenses, items and finance setup
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.
Where to goExpenses → New Expense
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for create an expense, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Expenses → New Expense in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Expense category, Date and amount, Tax, Payment mode.
- Then check Customer or project, Billable status, Receipt. Use verified information and do not fill optional values with placeholders.
- Complete Create an expense using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Expense category
Date and amount
Tax
Payment mode
Customer or project
Billable status
Receipt
Checks before you finish
- Verify supplier, date, category and tax treatment.
- Attach source evidence when required.
- Check currency and totals before posting.
- Confirm the saved result in the expected register.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.