To add a new expense in Zuriey CRM, follow these steps:
- Navigate to Expenses: Click on the Expenses section in the sidebar menu.
- Record Expense: Select Record Expense to initiate the process.
Currency Handling for Expenses
- By default, the expense amount will be recorded in your base currency.
- If you choose to mark the expense as billable, the currency will automatically change to match the customer's currency.
Important Notes About Currency
- Recording an Expense for Your Company: When you record an expense that is for your company (not associated with a customer), the base currency will be used.
- Recording an Expense for a Customer (Not Billable): If the expense is related to a customer but is not marked as billable, it will still be recorded in the base currency.
- Recording an Expense for a Customer (Billable): If the expense is billable and associated with a customer, it will be recorded in the customer's currency.
This system ensures that you maintain accurate financial records while accommodating different currencies based on your business needs and customer relationships.