Add an Expense

You can add Expenses to Service Autopilot as a safeguard to receipt-keeping. To add an Expense in SA, use the following steps:

  1. Go to Accounting > Expenses.
  2. Click Add Expense

  3. On the Add Expense overlay, enter Expense details. Click on the person icon to assign the Expense. 

  4. Add assignment details on the Assign Expense overlay. Click Save

  5. Click Save on the Add Expense overlay. 



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