Create an expense | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/create-an-expense
Publisher: Pixie Technologies LLC

Pixie CRM guide
Create an expense

Record an expense with its category, date, amount, currency, receipt and customer or project relationship.

Reviewed 8 November 2026; Current CRM forms; 

Where to go
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.

Continue with related guidance

Attach a receipt to an expense (https://pixiecrm.com/help-centre/attach-a-receipt-to-an-expense)Convert a billable expense to an invoice (https://pixiecrm.com/help-centre/convert-a-billable-expense-to-an-invoice)Browse Expenses, items and finance setup (https://pixiecrm.com/help-centre/category/expenses-finance)