Can I manage my Office General Expense in Borg Desk ERP ?
Can I manage my Office General Expense in Borg Desk ERP ?
Managing Office General Expenses in Borg Desk ERP-
Yes, you can easily manage your Office General Expenses in Borg Desk ERP using the Accounts Module. It allows you to track and categorize expenses efficiently for better financial management.
Step-by-Step Process to Manage General Expenses
1️⃣ Navigate to Expense Entry Section
✅ Go to:
Accounts Module → General Expense → Add New Expense (By Clicking on Top Right Plus(+) Icon
2️⃣ Enter Expense Details
Fill in the required fields:
✔ Select Vendor/Employee Name
✔ Select Expense Amount --> Select Account Name-->
✔ Expense Category (e.g., Rent, Electricity, Internet, Office Supplies)
✔ GST Type ( It will get selected automatically If State Code is Set in the Vendor Master
✔ Date of Expense
✔ Payment Mode (Cash, Bank, UPI, Card)
✔ Vendor Details (if applicable)
✔ Approved By followed by Remarks
3️⃣ Save & Track Expenses
Once saved, the entry will be logged in the accounts system
It will reflect in financial reports and cash flow statements
4️⃣ Generate & Export Expense Reports
✅ To view expenses:
✔Reports → Expense Summary → Select Date Range
✔Export in Excel/PDF
✔Get insights into monthly or yearly office expenses
Benefits of Using Borg Desk ERP for Expense Management
✅ Real-time expense tracking
✅ Categorization of expenses for better analysis
✅ Helps in budgeting & financial planning
✅ Ensures accurate bookkeeping & tax filing
Final Tip:
Use Borg Desk ERP's expense management to keep your office costs under control and optimize financial planning!
Would you like help in customizing expense categories?
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