wipeout Posted August 1, 2009 Share Posted August 1, 2009 Hi, I want to get WHMCS to have a more complete picture of my transactions relating to hosting etc.. I see that I can add transactions (Transactions > View transactions list > add) but it requires me to choose a client.. The transactions I was to add are for my costs (eg. hosting costs and domain registration credit).. How would I do this? Should I create a client for my company in WHMCS and allocate all the costs to that "client"? Or is there another way to do this? 0 Quote Link to comment Share on other sites More sharing options...
Gears Posted August 2, 2009 Share Posted August 2, 2009 I thought I already made a reply to this thread... In v4 you no longer have to choose a client; you can leave it as "Any". Or what you could do is just create a client account called "Expenditures". What I do to track all costs is create a client account for businesses/contractors that I frequently make payments to. When an expense is paid, I add the transaction and fill out the outgoing field. For other payments I just leave the client as "Any" and put a detailed description such as "Entertainment: Coffee with client at Starbucks". Then come tax time I can just use the filter tool and search by outgoing transactions, clients, or description and export them. 0 Quote Link to comment Share on other sites More sharing options...
wipeout Posted August 3, 2009 Author Share Posted August 3, 2009 Thanks Gears.. Thats sort of what I was trying to get at.. Thanks for explaining in detail.. 0 Quote Link to comment Share on other sites More sharing options...
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