Expenses in SwiftlyBooks

Record an expense

1. Press New expense.
2. Choose who it was Paid to, or No supplier named, and the wallet it was Paid from.
3. The expense is in that wallet's currency.
4. Add a line for each thing bought, with its price and the account it goes to.
5. Press Save draft to finish later, or Approve. It gets its number, such as EXP-HO-000001, and goes into the books.

Keep the receipt

1. On the expense, press Add a photo or file, and choose the photo or PDF.

Claim its VATIn Zimbabwe

1. Under Supplier's fiscal invoice, press Add its details.
2. Type the Device ID, Invoice number and Verification code printed beside its QR code, then press Save.
3. Input VAT is claimed only on a fiscal invoice that is valid on ZIMRA's FDMS.

Claim its VATIn Zambia

1. Approving it names the supplier's Smart Invoice from ZRA's list, where only one has its total.
2. Otherwise, under Supplier's Smart Invoice, press This one beside the right one. The list needs the supplier's TPIN on file.

Good to know

• When it reaches the bank statement, press Match on its line in Banking. Categorising the line as well would count it twice.
• An approved expense isn't edited: press Void, say Why, and enter it again.
• With withholding tax on, an expense paid to a supplier has tax withheld, as the law says.

Related

• Banking
• Bills
• Recurring expenses