{"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\" 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\" 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\" 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\" 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\" 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\" 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\" 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\" 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\" 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\" 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\" 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\"><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}]}}