Create an expense
Record an expense with its category, date, amount, currency, receipt and customer or project relationship.
Learn with Pixie CRM
Watch this workflow
Follow real application screens at your own pace, with English captions and a matching written guide.
Record and verify an expense
Record an expense in Pixie CRM with live clicks. Add a name and reference, choose the category, check the date and currency, enter the amount and verify the saved record.
Recorded in a demonstration workspace; available options depend on your plan and permissions.
Visit the Pixie CRM YouTube channel
CRM workspace → Expenses → Record expense
Before you start
- Sign in to the correct CRM workspace with permission to use this area. Your role and enabled modules determine the controls offered.
Follow the steps
- Open Expenses and choose the record-expense action.
- Enter Expense name and Reference number, add Note, and select Category.
- Set Date, Amount and Currency. Review the enabled Tax and Payment mode fields.
- Choose Customer and Project when the expense belongs to that work. Mark Billable only if it should be available for customer invoicing.
- Attach the receipt if available, review recurrence if needed, and save.
Check the result
- Reopen the expense and confirm the amount, currency, category, receipt and linked customer/project. Marking Billable does not itself issue an invoice.
If something is different
An option is missing
Check the record state, enabled module and your role with the workspace administrator. Use the controls actually shown for this organisation.
A field will not save
Read the validation message, correct the named field and submit once. Reopen the saved record to confirm the result.