We answer the most common questions about expense management in wiwink.
What is a CRM with expense management?
A CRM with expense management is a tool that lets you record, organise and review your company's expenses in the same environment where you manage clients, quotes, invoices and suppliers.
How are expenses recorded in wiwink?
Expenses can be recorded manually by entering the relevant information, or by importing an invoice or proof of purchase as a PDF.
Can I attach invoices or proofs of purchase to expenses?
Yes. wiwink lets you attach invoices and proofs of purchase to each expense to keep all your documentation organised and accessible.
Can I see the balance between income and expenses?
Yes. The information recorded in wiwink lets you view the evolution of income and expenses from the financial dashboard.
Can wiwink read a PDF invoice automatically?
Yes. wiwink can analyse invoices and proofs of purchase in PDF format to speed up expense recording.
Can I import expenses from a PDF invoice?
Yes. From the expenses section you can import an invoice or proof of purchase as a PDF to create a new expense.
Can I link an expense to a supplier?
Yes. All expenses can be linked to a supplier.
What information can I record on an expense?
Each expense can include information such as supplier, amount, issue and due dates, status, reference, expense type, taxes, discounts and associated documents.
What statuses can an expense have in wiwink?
Expenses can be classified by status to make them easier to follow up. You can currently mark an expense as pending payment or paid.
Can I check which expenses are pending payment?
Yes. wiwink makes it easy to identify expenses pending payment by their status.
Is expense management included in the CRM + Business Management module?
Yes. Expense management is part of the wiwink CRM + Business Management module.
Can I export my expenses to Excel?
Yes. The data recorded in the expenses module can be exported to Excel.
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