How to Record a Purchase or Expense in LedgerX
Learn how to quickly record purchases and expenses in LedgerX—add supplier details, enter items or expenses, apply discounts or taxes, and save the transaction in just a few simple steps.
1
Open Purchase Entry
Purchase → Add Purchase / Expense
This opens the Add New Purchase & Expense screen where all purchase details are entered.
2
Select Supplier
Choose an existing supplier or click Add Supplier to create one instantly.
Supplier details like credit period and address auto-fill if available.
3
Enter Invoice Details
Fill invoice number, date, and due date (if any).
4
Add Purchase or Expense Details
- Item-wise Entry: Select items, quantity, and rate
- Non Item-wise Entry: Select expense account and amount
LedgerX calculates totals automatically.
5
Review & Save
Check discounts, TDS/TCS (if applicable), and Save the entry.