Creating an expense in Zeevou lets you capture costs accurately (booking-related or any other type), categorise them with custom expense types, link to accounts, and apply tax codes. You can also allocate costs at property, unit, or booking level, so reporting stays precise. All expenses then feed into Monthly Profit Reports to give owners clear profitability insight. To do so, log into app.zeevou.com and go to Finance -> Expenses and you will be directed to the Expenses landing page. You can view different parts
You can view the Expenses table divided by Doc No. & Status, Date Range Covered, Amount, Expense Type, Unit, Created At, Channel, Doc Type, Supplier, Unit Allocate Strategy, Actions.
For each Expense row, you can click on the three dots to View, Repeat or Delete. For example, if you click on View, that Expense page will open in which you can view and edit the information inline (You can just edit the amount for each Expense not the total amount). There are three cards: General Info, Finance, and Expense Allocations. For each card, you can view and edit the information shown in the table of Expenses. You can click on Add More Details to add Additional Info on the General Info card, for instance.
You can also click on Manage Expense arrow to select Repeat, Clone, Add Attachments, or Delete.
If you click on Clone, you’ll be redirected to create a new Expense with certain data pre-filled based on the current Expense.
If you click on Repeat, a window opens in which you can schedule the time for repeating and click on Preview Schedule to view it. Finally, click on Save.
If you click on Create a New Expense on the top right of the Expense Landing Page, a page will open in which you can insert the new Expense General Info, Total Amount and Tax and Cost Allocation.
For General Info, you can select your Expense Type from the dropdown menu or click on New Expense Type. Then, a drawer opens in which you can enter a name, and select Expense Type Category and Xero Accounts. Finally, click on Create. Then, you should specify the Duration, Payment Date, and Supplier. You can also turn on the toggle of Repeat Expense.
Note : You can select the Supplier from dropdown menu or click on + New Supplier to add a new one.
For Total Amount and Tax, you should enter the Total Amount and select the Tax Type and Zeevou Tax from the dropdown menu.
For Cost Allocation, you should select the Units that you wish to allocate the Expense to. Finally, click on Save.
You can search by Doc No or Supplier through the Search bar or different filters. There are two default filters for Doc Type & Created At. You can apply other filters by clicking on the Filter icon.
When you click on the Filter icon, a drawer opens in which you can click on the downward arrows to select your desired Filter from the drop-down menu.
Note that you can also click on the Download icon to export the invoice in XLSX or CSV file format.
If you want to create a recurring expense, follow these steps:
Log into your Zeevou account.
Navigate to Finances, then Expenses on the main menu.
You can make it recurrent in three ways on the Expense Dashboard:
A. Click the three dots under Actions and select Repeat.
B. Click the three dots under Actions and select View. Then, click on Manage Expense in the top right and select Repeat.
C. Click Create an Expense. Turn on the Repeat Expense toggle on the General Info card.
A drawer will appear where you can select how often the expense should be repeated. Then, click Preview Schedule to review it. Finally, click Save.
Sometimes, you may allocate an Expense to a group of existing Bookings within a specific timeframe and location. To do so, go to Finances -> Expenses and click on Create an Expense. Then, select For Existing Bookings.
Fill in the necessary fields and Save.
You can select to which bookings on which period of the time you want to apply the expense . To do so click on Choose a Date Range & Location on Booking Allocation card. Then, a drawer opens in which you can select Date Range, Listing, Unit Type or even a Unit for which you want the expense to be applied. Finally, click on Apply.
Then, you’ll see the bookings which the expense will be applied.
You can also edit the data by clicking on Change Duration & Location.
Note: When an expense is created within a booking, it automatically inherits the From and To dates from that booking. These dates cannot be edited, and any changes to the duration will not be reflected.
To create a one-day expense, you must do so directly through the Expenses list by selecting "Create an Expense" → "For Specific Location."
To do so, go to Expenses and click on the More arrow to select Bulk Import Expenses.
To Bulk Import Expenses, download your template and enter your data. If you already have it, you can skip the download.
On the Imported Files dashboard, you can view the status of files as Transferred, Ready for Transfer, Containing Invalid Data. You can click on the three dots to View or Delete the status of Ready for Transfer, Containing Invalid Data.
Note that you can correct invalid Excel Records Data to transfer them into Expenses.
