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To record various expenses in Financio, simply use the Withdrawal function found in the Transaction module.
Step 1:
Select Transactions
Step 2:
Select create a new Withdrawal found at the bottom right corner of the screen.
Step 3:
Input the mandatory information regarding the transaction.
Fields |
Details |
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Indicate the date of the transaction. |
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Select the account used for the payment. Example: Bank, Credit Card, Petty Cash etc |
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Select the currency of the transaction. |
Step 4:
The final step will be to list the expenses by selecting ADD NEW ITEM and once completed, hit Save.
In this example, we've added a utilities expense category.
Additional Help:
*If you do not have an existing expense category, go ahead and select
And create your preferred expense category
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