Expenses

Record and categorize business costs — employee, customer, or supplier related — for accurate financial reporting.

Adding an expense

1. Go to Expenses in the sidebar, then open Expenses to view the expense list.
2. Scroll to the bottom and click Add Expense.
3. Choose a Category from the dropdown (and a sub-category, if applicable).
4. Choose the Payment Method used.
5. Enter the Amount.
6. Optionally add a description/note, attach a supporting document, and set the applicable tax.
7. Click Save. The new expense appears in the expense list.

Each expense card records: expense category, business location, note, sub-category, date created, reference number, who it's for, total amount, attached document, and applicable tax.

Expense categories

Categories keep expenses organized for reporting. Go to Expenses → Expense Category to view existing categories as cards, each with Edit and Delete options.

1. Click Add Category.
2. Type the category name.
3. Click Save — it now appears in the category list and is available in the Add Expense form.