How Do You Record Expenses and Track Vendor Bills in Zoho Books?

How Do You Record Expenses and Track Vendor Bills in Zoho Books?


Info

Zoho Books helps you manage day-to-day spending by recording expenses, categorizing them, attaching receipts, and keeping track of due bills.

  1. Add an Expense:

    • Go to Purchases → Expenses → + New.

    • Enter vendor, amount, expense category, and attach a receipt if available.

  1. Create Bills for Payables:

    • Go to Purchases → Bills → + New.

    • Add item details, tax, due date, and save for later payment tracking.

  1. Track Payments:

    • Mark bills as paid manually or via bank feeds.

    • Set payment terms to get reminders before due dates.

  1. Use Expense Reports:

    • Reports → Expenses → View by category, vendor, or project.

Why This Workflow Matters:
Accurate expense tracking helps control costs, simplify audits, and provides real-time insights into cash outflow and vendor commitments.