How to Create New Expense

In this guide, you'll learn how to quickly add a new expense to your RoomRuler dashboard. Follow these step-by-step instructions and watch the training video below for a clear demonstration.

Training Video: How to Create New Expense

Step-by-Step Instructions

  1. Log In: Start by logging into your RoomRuler dashboard using your credentials.
  2. Access the Expense Section: Locate and click on the second icon from the left, labeled "Expense."
  3. Add a New Expense: Click the "+" icon at the top right corner of the screen to open the expense entry form.
  4. Enter Expense Details: Fill out the form by entering a name for the expense, a brief description, and the amount.
  5. Upload a Receipt: You can upload or capture an image of the receipt to secure your records.
  6. Save the Expense: After verifying your details, click the "Save" button to add the expense to your records.

Troubleshooting Tips

  • Ensure you are logged in before trying to add an expense.
  • If the expense form does not appear, refresh the page and try again.
  • Make sure that all required fields are completed before saving.

Need Additional Help?

For further assistance, please review our other support articles or contact our support team via the Contact Us page.

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