BMexaHelp centre

Finance & post-sales

Expenses

Whoever incurred a spend raises it; accounts approves it, pays it and records the transaction ID and date.

Raising an expense

  1. Open ERP › Expenses and click Add expense.
  2. Describe the Expense (for example "Site office electricity · September"), enter the Amount (₹) and the Date, name the Vendor if there is one (a vendor record is created by name), and put the invoice number or purpose in Notes.
  3. Click Send to accounts. The expense shows as Review in the table, and the Awaiting approval card counts it.
4: one row per expense with its status; accounts' Approve, Reject and Mark paid controls sit at the right of each row.

Approving and paying

  • Finance (or an executive or admin) sees Approve and Reject on each Review row. Rejected expenses stay in the table as Rejected.
  • On an Approved row, enter the Txn ID (UTR or cheque number) and the On date, then click Mark paid. The ID is required, and the row then shows Paid with the reference and date.
  • The cards track Awaiting approval, Approved, to pay and Paid; the Accounting page nets paid expenses against verified receipts month by month.

Updated on 29 October 2026