Adding an Expense
Creating a new expense
- Navigate to
My Business → Expenses - Click
+ Add Expense - Complete the expense details.
Expense fields
Expense date
The date the expense occurred.
Paid date (optional)
Use this if the expense was paid on a different date.
Direction
Indicates whether the entry is an expense or refund.
Basis
Accounting basis used for the entry (for example Cash).
Category
Select a category that best describes the cost.
Example:
- Materials / Cost of goods
- Software
- Equipment
Vendor
Optional supplier or vendor name.
Example:
- Screwfix
- Amazon
- Local supplier
Description
A short description of the expense.
Example:
- Copper pipe for kitchen install
- Annual software subscription
Net, Tax, and Gross
You can enter the Net value and optional Tax amount.
The Gross total is calculated automatically.
Optional tax fields include:
- Tax label
- Tax rate
- Tax exempt option
Receipt Upload
You can upload a receipt for the expense.
Receipts are stored privately and only accessible to authorised users.
Supported use cases include:
- Photographing receipts
- Uploading PDF invoices
- Storing supplier documentation
Notes
Add any additional information related to the expense.
Saving the expense
Click Save expense to record the entry.
The expense will then appear in the expenses list.