How to create expense on Lumi business (with or without automated disbursement)

To manually generate an expense on Lumi Business with or without resorting to automated disbursement, adhere to these steps:

Step 1

Initiate the process by logging into your Lumi Business account. Once inside, navigate to the platform section exclusively devoted to expenses. This specific section is labeled "Expense." Within it, seek out the option that allows you to establish a new expense entry. Select this choice to commence the procedure of introducing a fresh expense.

Step 2

Input Expense Details In this phase, furnish the essential particulars for the expense. These commonly encompass:

- Store Name

- Expense Name

- Expense Date

- Expense Category

- Expense Amount.and other pertinent information. The final mandatory field you'll need to complete serves as the determinant of whether your expense will involve automated disbursement or not.

Step 3

Submission Once you've successfully entered all the obligatory details, direct your attention to the "Submit" button. By interacting with this button, you formalize the submission of the entered expense information.

For a visual guide, please watch the video below. Video Link

If you encounter any challenges or require further guidance during this process, don't hesitate to reach out to our dedicated support team at customerservice@enlumidata.com. We're here to assist you every step of the way.

• Related Articles

• How to create an Expense Category on Lumi Business

  Business owners often find it necessary to establish various expense categories. If you're using Lumi Business and wish to set up your own expense category, adhere to the steps outlined below: Step 1 Logging In Begin by logging into your Lumi ...

• Lumi Business Pricing

  Lumi Business offers flexible subscription options to cater to the needs of businesses of all sizes, from free basic features to advanced capabilities for growth and scalability. Free Essential Growth Scale Price N0 N3000 / month N10,000 / month ...

• How to Create Loyalty Campaign on Lumi Business

  Loyalty helps you improve customer retention and convert new customers to returning customers. Here are the steps to follow to create loyalty campaign on Lumi business Step 1 : Create a Campaign To create a campaign, go to the loyalty section and ...

• How to create Sub accounts on Lumi Business

  A sub-account is simply an account opened for the purpose of subsidiary i.e daughter account to a primary account. You can have as many sub-accounts as you want depending on the number of subsidiary system you want. Having multiple sub-accounts for ...

• How to Create a Store on Lumi Business Inventory

  This article will provide you with a comprehensive walkthrough on how to create a store on Lumi Business. Follow the provided steps below to effortlessly create a store that enhances your organization and elevates the shopping experience for your ...