Create an Expense

Expenses make it easy to keep track of the money you spend to generate revenue for your business. With each expense, you can add description of the cost, amount, tax, date and attach a photo of your receipt.

Each expense you enter will reflect as a line item on your expense journal report.  

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iOS and Android

  1. Tap on More
  2. Tap on Expenses
  3. Tap on the green + symbol in the top right corner
  4. Tap Add a description… to add a description of an expense
  5. Tap Total to add an expense amount
  6. Tap Add a photo to add an image of an expense
  7. Tap Tax to add a tax amount to an expense. Note that this tax should be considered inclusive to the Total you've recorded. When you add the expense to a document, you can choose to add an additional tax on top of the expense total
  8. Tap Expense Date to modify the date of the expense
  9. Tap Merchant to enter the merchant information relating to the expense
  10. Tap Category to categorize an expense
  11. Tap Tip to add a tip to an expense. Note that this tip should be considered inclusive to the Total you've recorded
  12. Tap on Save  

Web

  1. Click Expenses
  2. Click Add an expense
  3. Click into the Enter description… area to add a description of an expense
  4. Click Total to add an expense amount
  5. Click Add photo to add an image of an expense from your computer
  6. Click Merchant to enter the merchant information relating to the expense
  7. Click Category to add a category to an expense
  8. Click Tax to add a tax to an expense. Note that this tax should be considered inclusive to the Total you've recorded. When you add the expense to a document, you can choose to add an additional tax on top of the expense total
  9. Click Expense date to modify the date of the expense
  10. Click Tip to add a tip to an expense. Note that this tip should be considered inclusive to the Total you've recorded
  11. Click on Save
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