Suppliers and expenses

In this guide you add a vendor and an expense category in Purchases, enter an expense and create a purchase order for a project.

1. Vendor

1. In the menu, click Purchases.
2. Open the Vendors tab.
3. Click Add Vendor.
4. Enter the vendor name.
5. Enter the phone, email and address.
6. Click Save.

2. Expense category

1. An expense needs a category. On the Expense tab, open the categories.
2. Click Add new category.
3. Enter the category name and choose Expenses.
4. Click Save.

3. New expense

1. Go back to Purchases > Expenses and click Add New Expenses.
2. Enter the expense amount. On Growth and Booster you can drag a receipt to the left and the amount fills in by itself.
3. Enter VAT 20%, then choose the supplier and the category. The date is today, and the note is optional. Click Save.

4. Purchase order

1. You also create purchase orders in Purchases. Click Purchase order.
2. Click + New purchase order.
3. Choose the project and the supplier.
4. Enter the delivery date and delivery address if needed.
5. Enter the item, quantity and price. Add the unit and tax if needed, then click Save.
6. Done. The supplier, the expense and the purchase order are in Purchases. You also see the purchase order on the project, under Profit.

Summary

Purchases → Vendors → Add vendor → category → Add expense → Purchase order

What's next

Next guide: Vendor bills.