Expenditure
← All docsTrack expenses, schedule recurring costs, and store receipts.
Understanding Expenses
Expenses allow you to record and track money leaving your business. Recording expenses helps you: monitor business spending store receipts for record…
Adding an Expense
Creating a new expense Navigate toMy Business → Expenses Click+ Add Expense Complete the expense details. Expense fields Expense date The date…
Managing Expenses
Expense List The expenses table displays all recorded expenses. Columns include: Date Category Vendor / Description Assigned customer or document Net, Tax,…
Assigning Expenses to Customers, Documents, or Folders
Expenses can optionally be linked to other business records to improve organisation and visibility. Assigning expenses allows you to track costs associated…
Recurring Expenses
Recurring expenses automatically generate new entries at scheduled intervals. When to use recurring expenses Recurring expenses are useful for costs that repeat…
Generating Recurring Expenses
Recurring expenses generate entries when they become due. Automatic generation When a recurring expense reaches its scheduled run date, a new expense…
Expense and Receipt Security and Privacy
[jiffy] stores expense records and uploaded receipts using a secure private storage system designed to protect your financial data. Receipts often contain…