Record Expenses / Mileage from App

Record Regular Expense: 

Step 3: A pop up shows up with the types to Expenses to choose from, tap 'Record Expense' to record a regular expense.

Step 4: Now, enter all the necessary details like Vendor, Expense Category and so on.

Step 5: If you Select Customer and Work Order, the expense will be reflected under respective Work Order.

Attach Receipts if any. 

Tap the 'tick' icon to save the Expense.

Step 6: If the Expense is billable, it can be converted to Invoice. For that, tap 'Convert to Invoice' on Expense preview screen.

Step 7: This is how the Expense is converted to an Invoice.

Record Mileage by Distance:

Follow steps 1 and 2 

Step 8: Tap 'Record Mileage- Distance' on the pop up.

Step 9: Now, enter all necessary details. Also enter Distance, Rate per mile can be changed. Amount is automatically calculated.  [Amount = Distance * Rate per mile].

Step 10: Enable 'Expense is Billable' if you want to convert it to Invoice.

Step 11: Attach Receipts if any. 

Tap 'Convert to Invoice' if Expense is billable. An Invoice draft will be generated. 

Record Mileage by Odometer.

Follow steps 1 and 2

Step 12: Tap 'Record Mileage- Odometer' on the pop up.

Step 13: Enter all necessary details. Also enter 'Start Reading' and 'End Reading'.  Rate per Mile can be changed. Distance and Amount will be automatically calculated. 

[Distance = End Reading - Start Reading AND Amount = Distance * Rate per Mile].

Step 14: Tap 'Convert to Invoice' if the expense is enabled as billable.

Note: The Expense will only be converted to Invoice if 'Expense is Billable' is enabled and Customer is selected. So Make sure to do that before converting to an Invoice successfully.