Managing expenses in Helios is simple, helping you to accurately recharge your customers and keep track of expenditure.
To set up expenses that you need to account for, either to be paid to the staff, or billed to the customer, or both, go into your client profile and click on the addons tab.
Scroll down until you see the expenses section and from here you can click the add new button to create a new expense. For expenses paid to the staff, you put in your Sage reference and for expenses you bill out to clients, you can find your Xero item code by clicking the find button and following the instructions on screen.
When you want to run payroll, you can download the CSV files for payroll and expenses as you need them for uploading into Sage.
When you want to generate your invoices in Xero, you can send the information on Helios over to your Xero, including expenses if you wish, ready for approval and sending to your customers.