{"id":1382,"date":"2024-11-18T12:51:02","date_gmt":"2024-11-18T12:51:02","guid":{"rendered":"https:\/\/help.xodox.in\/?post_type=docs&#038;p=1382"},"modified":"2024-11-28T15:08:07","modified_gmt":"2024-11-28T15:08:07","password":"","slug":"record-expense","status":"publish","type":"docs","link":"https:\/\/help.xodox.in\/pt\/docs\/record-expense\/","title":{"rendered":"Record Expense"},"content":{"rendered":"<div class=\"entry-content\">\n<p>To add new expense click on the aside menu Expenses and<strong> Record Expense.<\/strong><\/p>\n<ul>\n<li><strong>Name<\/strong> \u2013 Enter expense name, this field can be filled for personal usage to easily recognize the expense, also if the expense is billable and you add expense name, the name can be also added to the invoice item long description when billing the expense.<\/li>\n<li><strong>Note<\/strong> \u2013 for personal usage,\u00a0 if the expense is billable and you add a note, the note can be also added to the invoice item long description when billing the expense.<\/li>\n<li><strong>Category<\/strong> \u2013 Select expense category.<\/li>\n<li><strong>Date<\/strong> \u2013 Add date when the expense is paid.<\/li>\n<li><strong>Amount<\/strong> \u2013 Expense total amount.<\/li>\n<li><strong>Customer<\/strong> \u2013 Select customer if this expense is tied to a customer (see below for currency notes)<\/li>\n<li><strong>Billable<\/strong> \u2013 After you select a customer (if applicable) the new checkbox will be shown Billable, you can check this option if the expense is paid\/should be paid by the customer.<\/li>\n<li><strong>Project<\/strong> \u2013 After you select a customer and this customer has a projects, a new dropdown will be shown to select a project for this expense.<\/li>\n<li><strong>Currency<\/strong> \u2013 See below for currency notes.<\/li>\n<li><strong>Tax<\/strong> \u2013 you can add tax to this expense, currently supported 2 taxes.<\/li>\n<li><strong>Payment Mode<\/strong> \u2013 Select payment mode from where this expense is paid.<\/li>\n<li><strong>Reference #<\/strong> \u2013 Add reference number if applicable.<\/li>\n<li><strong>Repeat every (recurring expense) \u2013 <\/strong>if the expense is recurring you can configure this expense to be recurring and to be re-created based on your configuration you set while configuring the recurring options, the recurring expenses required properly configured <a href=\"https:\/\/help.xodox.in\/pt\/docs\/setup-cpanel-cron-job\/\">cron job<\/a>.<\/li>\n<\/ul>\n<div class=\"st-alert st-alert-info\">By default the<strong> expense amount will be in your base currency<\/strong>. If you choose this expense to be <strong>billable the currency will be changed according to the customer currency.<\/strong><\/div>\n<p><strong>More info about currency<\/strong><\/p>\n<ul>\n<li>When you record an expense to your company (not a customer) \u2013 base currency is used.<\/li>\n<li>When you record an expense to a customer and it\u2019s not billable \u2013 base currency is used.<\/li>\n<li>When you record an expense to a customer and its billable \u2013 customer currency is used<\/li>\n<li>When you record expense linked to project \u2013 the project currency is used (either customer currency if configured or base currency)<\/li>\n<\/ul>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>To add new expense click on the aside menu Expenses and Record Expense. Name \u2013 Enter expense name, this field can be filled for personal usage to easily recognize the expense, also if the expense is billable and you add expense name, the name can be also added to the invoice item long description when billing the expense. Note \u2013 for personal usage,\u00a0 if the expense is billable and you add a note, the note can be also added to the invoice item long description when billing the expense. Category \u2013 Select expense category. Date \u2013 Add date when the expense is paid. Amount \u2013 Expense total amount. Customer \u2013 Select customer if this expense is tied to a customer (see below for currency notes) Billable \u2013 After you select a customer (if applicable) the new checkbox will be shown Billable, you can check this option if the expense is paid\/should be paid by the customer. Project \u2013 After you select a customer and this customer has a projects, a new dropdown will be shown to select a project for this expense. Currency \u2013 See below for currency notes. Tax \u2013 you can add tax to this expense, currently supported 2 taxes. Payment Mode \u2013 Select payment mode from where this expense is paid. Reference # \u2013 Add reference number if applicable. Repeat every (recurring expense) \u2013 if the expense is recurring you can configure this expense to be recurring and to be re-created based on your configuration you set while configuring the recurring options, the recurring expenses required properly configured cron job. By default the expense amount will be in your base currency. If you choose this expense to be billable the currency will be changed according to the customer currency. More info about currency When you record an expense to your company (not a customer) \u2013 base currency is used. When you record an expense to a customer and it\u2019s not billable \u2013 base currency is used. When you record an expense to a customer and its billable \u2013 customer currency is used When you record expense linked to project \u2013 the project currency is used (either customer currency if configured or base currency)<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[31],"doc_tag":[],"class_list":["post-1382","docs","type-docs","status-publish","hentry","doc_category-expenses"],"acf":[],"year_month":"2026-04","word_count":349,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"help-xodox","author_nicename":"help-xodox","author_url":"https:\/\/help.xodox.in\/pt\/author\/help-xodox\/"},"doc_category_info":[{"term_name":"Expenses","term_url":"https:\/\/help.xodox.in\/pt\/docs-category\/expenses\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Record Expense - My CMS<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/help.xodox.in\/pt\/docs\/record-expense\/\" \/>\n<meta property=\"og:locale\" content=\"pt_PT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Record Expense - My CMS\" \/>\n<meta property=\"og:description\" content=\"To add new expense click on the aside menu Expenses and Record Expense. Name \u2013 Enter expense name, this field can be filled for personal usage to easily recognize the expense, also if the expense is billable and you add expense name, the name can be also added to the invoice item long description when billing the expense. Note \u2013 for personal usage,\u00a0 if the expense is billable and you add a note, the note can be also added to the invoice item long description when billing the expense. Category \u2013 Select expense category. Date \u2013 Add date when the expense is paid. Amount \u2013 Expense total amount. Customer \u2013 Select customer if this expense is tied to a customer (see below for currency notes) Billable \u2013 After you select a customer (if applicable) the new checkbox will be shown Billable, you can check this option if the expense is paid\/should be paid by the customer. Project \u2013 After you select a customer and this customer has a projects, a new dropdown will be shown to select a project for this expense. Currency \u2013 See below for currency notes. Tax \u2013 you can add tax to this expense, currently supported 2 taxes. Payment Mode \u2013 Select payment mode from where this expense is paid. Reference # \u2013 Add reference number if applicable. Repeat every (recurring expense) \u2013 if the expense is recurring you can configure this expense to be recurring and to be re-created based on your configuration you set while configuring the recurring options, the recurring expenses required properly configured cron job. By default the expense amount will be in your base currency. If you choose this expense to be billable the currency will be changed according to the customer currency. More info about currency When you record an expense to your company (not a customer) \u2013 base currency is used. When you record an expense to a customer and it\u2019s not billable \u2013 base currency is used. When you record an expense to a customer and its billable \u2013 customer currency is used When you record expense linked to project \u2013 the project currency is used (either customer currency if configured or base currency)\" \/>\n<meta property=\"og:url\" content=\"https:\/\/help.xodox.in\/pt\/docs\/record-expense\/\" \/>\n<meta property=\"og:site_name\" content=\"My CMS\" \/>\n<meta property=\"article:modified_time\" content=\"2024-11-28T15:08:07+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Tempo estimado de leitura\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutos\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/help.xodox.in\/docs\/record-expense\/\",\"url\":\"https:\/\/help.xodox.in\/docs\/record-expense\/\",\"name\":\"Record Expense - My CMS\",\"isPartOf\":{\"@id\":\"https:\/\/help.xodox.in\/#website\"},\"datePublished\":\"2024-11-18T12:51:02+00:00\",\"dateModified\":\"2024-11-28T15:08:07+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/help.xodox.in\/docs\/record-expense\/#breadcrumb\"},\"inLanguage\":\"pt-PT\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/help.xodox.in\/docs\/record-expense\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/help.xodox.in\/docs\/record-expense\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/help.xodox.in\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Record Expense\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/help.xodox.in\/#website\",\"url\":\"https:\/\/help.xodox.in\/\",\"name\":\"My CMS\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/help.xodox.in\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/help.xodox.in\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"pt-PT\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/help.xodox.in\/#organization\",\"name\":\"My CMS\",\"url\":\"https:\/\/help.xodox.in\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"pt-PT\",\"@id\":\"https:\/\/help.xodox.in\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/10\/Xodox-Logo-01-2.png\",\"contentUrl\":\"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/10\/Xodox-Logo-01-2.png\",\"width\":573,\"height\":192,\"caption\":\"My CMS\"},\"image\":{\"@id\":\"https:\/\/help.xodox.in\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Record Expense - My CMS","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/help.xodox.in\/pt\/docs\/record-expense\/","og_locale":"pt_PT","og_type":"article","og_title":"Record Expense - My CMS","og_description":"To add new expense click on the aside menu Expenses and Record Expense. Name \u2013 Enter expense name, this field can be filled for personal usage to easily recognize the expense, also if the expense is billable and you add expense name, the name can be also added to the invoice item long description when billing the expense. Note \u2013 for personal usage,\u00a0 if the expense is billable and you add a note, the note can be also added to the invoice item long description when billing the expense. Category \u2013 Select expense category. Date \u2013 Add date when the expense is paid. Amount \u2013 Expense total amount. Customer \u2013 Select customer if this expense is tied to a customer (see below for currency notes) Billable \u2013 After you select a customer (if applicable) the new checkbox will be shown Billable, you can check this option if the expense is paid\/should be paid by the customer. Project \u2013 After you select a customer and this customer has a projects, a new dropdown will be shown to select a project for this expense. Currency \u2013 See below for currency notes. Tax \u2013 you can add tax to this expense, currently supported 2 taxes. Payment Mode \u2013 Select payment mode from where this expense is paid. Reference # \u2013 Add reference number if applicable. Repeat every (recurring expense) \u2013 if the expense is recurring you can configure this expense to be recurring and to be re-created based on your configuration you set while configuring the recurring options, the recurring expenses required properly configured cron job. By default the expense amount will be in your base currency. If you choose this expense to be billable the currency will be changed according to the customer currency. More info about currency When you record an expense to your company (not a customer) \u2013 base currency is used. When you record an expense to a customer and it\u2019s not billable \u2013 base currency is used. 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