How to Create a Normal Expense

Overview

A normal expense is the standard Perfex form. It posts through Accounting expense mapping when configured.

Steps

1. Open Expenses (/admin/expenses) and click New Expense (/admin/expenses/expense).
2. Choose Category (from /admin/expenses/categories if you need a new one).
3. Enter amount, date, payment mode, and notes.
4. Optionally set Customer and/or Vendor (Purchase hook), project, and billable.
5. Attach receipt files and save.
6. Confirm the row appears on /admin/expenses with Type = regular (not in-house).

Do not use this form for staff advance drawdowns — use the in-house claim instead so the release balance stays correct.