How to Add Expenses in mr.alfred PMS

The Expense module in mr.alfred allows users to log and track costs associated with:

• Guest bookings (e.g. early check-in, late checkout, damage fees)
• Owner-related expenses (e.g. maintenance, supplies, utilities)

These expenses are linked to invoices and financial reports, ensuring complete visibility and traceability.

🧭 Accessing the Expense Module

1. Go to: Finance → Expense
2. You’ll see a list of all past expenses across properties
3. Use filters to view by:
   • Property
   • Guest name
   • Booking code
   • Expense type
   • Expense source (Guest / Owner)
   • Status (Pending / Confirmed)

➕ How to Add a New Expense

1. Click “+ Add Expense”
2. Fill out the following fields:

🔹 Required Fields

• Property – Select the property the expense relates to
• Booking – If applicable, link the related booking
• Type – Choose from preset types (e.g., Late CI, Early CO, Damages, Repairs)
• Source – Select whether it’s a Guest or Owner expense
• Amount – Add the value of the charge
• Description – Optional notes for internal clarity

3. Click Save to create the record

⚠️ Note: Guest expenses will not appear automatically on the guest’s invoice. A separate invoice must be manually created for the guest, and the charge must be added manually.

📌 When to Use the Expense Module

• To charge for additional services not included in the original booking (e.g. early check-in, luggage storage)
• To record property expenses like maintenance or restocking
• To apply deductions from owner payouts
• To track manual guest refunds or compensation

🧾 Visibility in Invoices

• Guest expenses require a separate invoice to be created manually (via Booking page > Invoice tab)
• Owner expenses will reflect in the Owner Statement if confirmed

🔗 Related: Owner Statements Explained
🔗 Related: How to Confirm Guest Invoices

🧩 Related Resources

• Finance Module Overview
• How to Confirm Guest Invoices
• How to Confirm Booking Payments

🤝 Need Help?

• 📩 Contact your CS manager for support on expense tracking or invoicing strategy
• 🎓 Visit our Tutorial Hub

Efficient expense tracking helps ensure accurate billing, owner transparency, and smooth month-end reporting.