Add a New Expense

Use the New Expense form to quickly capture spend details who it is for, how/when it was paid, the amount, and supporting documents so finance can track costs, reconcile receipts, and (optionally) bill them back to a customer or job. It keeps every expense auditable, linked to the right business or work, and ready for reports.

Here is a reference video:


Follow these steps:


1. From the menu click on Financials and then click on Expenses.

2. From the expense list click on New Expense.

3. A pop-up opens up where you need to add the expense details. Also you can mention whether is expense is for a business or a default expense. Once you are setting up these details click on Save.

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