DevPremier CRM DevPremier Docs Buy

Expense Management

Track business expenses linked to customers and projects

Try:

01 Overview

The Expense module (v3.0+) lets staff record costs associated with customers or internal operations.

  • Requires expense_module permission on the user role.
  • Capture amount, category, date, notes, and optional customer/project link.
  • Mark expenses as billable when they should be invoiced to a client.

02 Creating expenses

Go to Expenses → Add Expense.

  1. Select expense category and currency.
  2. Enter amount, date, and description.
  3. Optionally link to a customer or project for job costing.
  4. Toggle Billable if the amount should appear on a future invoice.

Thanks for reading DevPremier CRM docs

Browse all guides