{"id":689,"date":"2025-11-12T15:16:32","date_gmt":"2025-11-12T07:16:32","guid":{"rendered":"https:\/\/fogo365.com\/?p=689"},"modified":"2026-02-23T09:48:14","modified_gmt":"2026-02-23T01:48:14","slug":"how-to-manage-expense-settings-in-the-fogo-system","status":"publish","type":"post","link":"https:\/\/fogo365.com\/index.php\/2025\/11\/12\/how-to-manage-expense-settings-in-the-fogo-system\/","title":{"rendered":"How to manage Expense Settings in the Fogo System"},"content":{"rendered":"\n<p class=\"has-text-align-center has-black-color has-text-color has-link-color wp-elements-3419e1ef932c802e9c12038b636df7be wp-block-paragraph\" style=\"font-size:15px\"><strong>The Expense Settings section in the Fogo System allows users to configure key financial settings for expense management. Through this module, users can define the company\u2019s default country, timezone, and currency, manage tax settings, and set up payment accounts, methods, and operators. Proper configuration ensures that all expense records, tax calculations, and payment tracking align with business standards and local accounting requirements.<br><\/strong><\/p>\n\n\n\n<div style=\"height:31px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-0ec17f90fe306692840b1c5f886d6825 wp-block-paragraph\" style=\"font-size:15px\">Step 1. Go to the Expense module from the left-hand menu, then click the Settings tab at the top of the page.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"975\" height=\"661\" src=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-184.png\" alt=\"\" class=\"wp-image-690\" style=\"width:745px;height:auto\" srcset=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-184.png 975w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-184-300x203.png 300w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-184-768x521.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/figure>\n\n\n\n<div style=\"height:33px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-87720018599b5568a46c62aa302b64e7 wp-block-paragraph\" style=\"font-size:15px\">Step 2. Set your Country, Timezone, and Currency, manage Tax Settings, and configure Payment Accounts, Payment Methods, and Operators.<\/p>\n\n\n\n<div style=\"height:33px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-7016f1726b3c1655263b557fc6959bd8 wp-block-paragraph\" style=\"font-size:15px\">Step 3. Click \u201c<strong>Manage Tax Settings\u201d<\/strong>, then enter your tax details such as name, rate, and description.<\/p>\n\n\n\n<div style=\"height:32px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-ab35adc0e5219c9259b3ef5b09e4dfc0 wp-block-paragraph\" style=\"font-size:15px\">Step 4. Under Payment Accounts, click \u201c<strong>Manage Payment Accounts\u201d <\/strong>to add new accounts or adjust balances.<\/p>\n\n\n\n<div style=\"height:37px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-221dcd28b7bc4a8ce4619b3b10c91d97 wp-block-paragraph\" style=\"font-size:15px\">Step 5. Click \u201c<strong>Manage Payment Methods\u201d <\/strong>and add options like cash, credit card, or bank transfer to reflect how expenses are paid.<\/p>\n\n\n\n<div style=\"height:33px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-ee17021ed7ac6ef6379cc41c846af3be wp-block-paragraph\" style=\"font-size:15px\">Step 6. Set up a fiscal year. It allows you to specify the start date of your organization\u2019s financial year for accurate tracking and reporting of expenses.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-05df5e1eae1937dbfa579f3f7f7282a4 wp-block-paragraph\" style=\"font-size:15px\">Step 7. : After editing any field or adding new settings, click the \u201c<strong>Save\u201d <\/strong>button at the bottom to apply your changes.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-fc62afeb1dadbc72ce834abbcd6b228f wp-block-paragraph\" style=\"font-size:15px\">Step 8: Set up Operators. This feature let\u2019s you choose and set up your administrators.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-11dc07624295ff55890ec3e2aa04076a wp-block-paragraph\" style=\"font-size:15px\">Step 9 : After editing any field or adding new settings, click the \u201c<strong>Save\u201d <\/strong>button at the bottom to apply your changes.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-745a8fb4433dc38ed82f369b11ed0dff wp-block-paragraph\" style=\"font-size:15px\">You can also watch the demo here\u00a0<a href=\"https:\/\/fogo365.com\/index.php\/2026\/02\/23\/demo-on-how-to-manage-expense-settings-in-the-fogo-system\/\"><strong><span style=\"text-decoration: underline;\">Demo on How to manage Expense Settings in the Fogo System<\/span><\/strong><\/a><\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div style=\"height:32px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"has-text-align-center has-black-color has-text-color has-link-color has-small-font-size wp-elements-782109b26a1cb48d764e3307469b28ab wp-block-paragraph\"><em>Need a demo or want to learn more? Email us at&nbsp;<strong><a href=\"mailto:contact@fogo365.com\">contact@fogo365.com<\/a><\/strong>.<\/em><\/p>\n<\/blockquote>\n","protected":false},"excerpt":{"rendered":"<p>The Expense Settings section in the Fogo System allows  [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[54,61,48,67,52],"tags":[],"class_list":["post-689","post","type-post","status-publish","format-standard","hentry","category-account-and-settings","category-clinic-and-staff-management","category-finances","category-payments","category-reports"],"_links":{"self":[{"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/posts\/689","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/comments?post=689"}],"version-history":[{"count":7,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/posts\/689\/revisions"}],"predecessor-version":[{"id":1496,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/posts\/689\/revisions\/1496"}],"wp:attachment":[{"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/media?parent=689"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/categories?post=689"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/tags?post=689"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}