Other Actions for Expenses

In Erpisto, you can execute a variety of operations at an expense.

Edit Expense #

To change the details of an expense that you’ve created in Erpisto, you’ll have to edit it. Here’s how you can do it:

• Go to Purchases > Expenses.
• Select the expense you want to edit.
• Click the Edit icon in the top right corner of the page.
• Make the necessary changes and click Save.

Make Expense Recurring #

You can choose to make an expense recurrent in Erpisto if you incur it regularly over a while. After a set time, recurring expenses are created automatically. Here’s how you can mark an expense as recurring:

• Go to Purchases > Expenses.
• Select the expense you want to make recurring.
• Click the Make Recurring button in the top right corner of the page.
• Enter the following details:

• Click Save

Clone Expense #

You can clone an existing expense if you wish to generate an expense with comparable details. Here’s how you can do it:

• Go to Purchases > Expenses.
• Select the expense you want to clone.
• Click More > Clone.
• Go through the expense and click Save.

Print Expense #

You can print an expense in Erpisto. Here’s how:

• Go to Purchases > Expenses.
• Select the expense you want to print.
• Click the Print icon on top of the page.
• Check the expense preview and click Print.

Delete Expense #

You can delete an expense you have created in Erpisto. Here’s how:

• Go to Purchases > Expenses.
• Select the expense you want to delete.
• Click More > Delete.

Export Expenses #

You can export all your expenses in Erpisto to your system in the CSV, XLS or XLSX format. Here’s how:

• Go to Purchases > Expenses.
• Click the Hamburger icon in the top right corner of the page.
• Select Export Expenses.