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.

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