You can add Expenses to Service Autopilot as a safeguard to receipt-keeping. To add an Expense in SA, use the following steps:
- Go to Accounting > Expenses.
- Click Add Expense.
- On the Add Expense overlay, enter Expense details. Click on the person icon to assign the Expense.
- Add assignment details on the Assign Expense overlay. Click Save.
- Click Save on the Add Expense overlay.