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Recording an expense

Log a new expense with a receipt.

Create an expense

  1. Open Expenses and create one (an Expense Number is assigned).
  2. Set the Category, Amount and Expense Date in Expense Details.
  3. Attach a receipt — “Click or drag receipt to upload” (or multiple receipts).
  4. Mark it Claimable if it’s reimbursable; add Mileage for travel.
  5. Save and submit for approval.
Use OCR to auto-read receipt details — see “Expense OCR”.
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