Expenses track money your business spends — from supplies and travel to subcontractor costs — with optional receipts and project linkage.

Before you begin

• Expense categories set up (see Manage Expense Categories)
• Vendor or payee information if you track who you paid
• Optional: project to associate job-related costs

Record an expense

1. Go to Sales → Expenses.
2. Click Record Expense (or New Expense).
3. Enter an expense name and optional note.
4. Select an expense category.
5. Set the expense date and amount.
6. Choose a vendor if applicable.
7. Link a project when the cost belongs to a specific job.
8. Click Attach Receipt to upload documentation.
9. Expand Advanced options for currency, tax, reference number, payment mode, or company.
10. Save the expense.

Find recorded expenses

Expenses appear on the main expense list. Filter by category, date, project, or billable status to review spending.

What happens next?

• Include the expense in reports and charts
• Mark it billable to recharge a client (see Billable Expenses)
• Record a payment against the expense when you pay the vendor

Related articles

• Manage Expense Categories
• Billable Expenses and Client Reimbursement
• Recurring Expenses