Adding a New Expense

📂 Category: Expenses

To add a new expense, navigate to Expenses in the sidebar menu and click Record Expense.

Expense Fields & Configuration

• Name – Enter the expense name. This field is for internal reference to easily recognize the expense. If the expense is billable, the name can also be added to the invoice item long description when billing the expense.
• Note – For internal use. If the expense is billable and includes a note, this note can also be added to the invoice item long description when billing the expense.
• Category – Select the expense category.
• Date – The date the expense was paid.
• Amount – The total amount of the expense.
• Customer – Select the customer if this expense is associated with one (see currency notes below).
• Billable – If the expense is paid or should be paid by the customer, check this option. This checkbox will only appear if a customer has been selected.
• Project – If the selected customer has active projects, a dropdown will appear allowing you to assign the expense to a specific project.
• Currency – See currency notes below.
• Tax – You can apply up to two different taxes to the expense.
• Payment Mode – Select the payment method used to pay this expense.
• Reference # – Enter a reference number if applicable.
• Recurring Expense – If this expense is recurring, configure its repetition frequency. Buscoou PRO will automatically recreate the expense based on your selected configuration. A properly configured CRON job is required for recurring expenses to work.

Currency Behavior in Expenses

• Company Expenses (not linked to a customer) → Base currency is used.
• Customer-Linked Expenses (not billable) → Base currency is used.
• Customer-Linked Expenses (billable) → Customer's currency is used.
• Project-Linked Expenses → The project's currency is used (customer's currency if configured, otherwise base currency).

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