FAQs in this section
What is the Expenses module in Vtiger CRM?
Is the Expenses module available as an add-on in Vtiger CRM?
Can I record the expenses like food, and travel incurred while closing a deal?
Is approval needed from Managers for the Expense record created in the Expense module?
Can I customize the picklist fields in the Expense module?
How is the Expense module useful for Field Sales agents?
What are the benefits of the Expense module in Vtiger CRM?
How do I install the Expense module in Vtiger CRM?
How do I create an Expense record in the expenses module in Vtiger CRM?
How do I view an Expense record in the expenses module in Vtiger CRM?

How do I record the expenses like food, and travel incurred in the Expenses module?

You have an +Add Expense option in the Expenses module where you can add the following details:

  • Expense Name
  • Expense Type
  • Expense Purpose
  • Expense Status
  • Expense Receipt
  • Expense Amount
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