Help · Money

Record an expense

  • For: Managers, accounts staff and the owner
  • Time: About 5 minutes
  • Part of: Money

An expense is paid at once. For a supplier's invoice you pay later, use Supplier bills.

Steps

  1. Click Money > Expenses, then New expense.

    The New expense drawer with description, category, amount, date, paid from, branch, paid to and receipt
    1. Description and category
    2. Amount and date
    3. Paid from
    4. Save and submit
    Demo data

  2. Type the Description. Click Choose a category and pick one.

  3. Type the Amount, tax included. If the amount has tax in it, type that part in Tax included. Check the Date.

  4. Choose Paid from: Cash, Bank, Mobile money, Card or Other. Choose the Branch, if any.

  5. Type who it was Paid to and the Receipt number.

  6. Click Save and submit to post it. Or click Save draft to finish later.

    You should see: The expense appears in the list. A large one may wait for approval.

If something goes wrong

The category I need is missing

Categories are accounts. Add one under Money > Accounting > Chart of accounts, or ask your accountant.

I entered the wrong amount

While it is a draft, edit it. Once posted, open it and click Reverse expense, then enter it again.

I paid from my own pocket

Choose Other in Paid from and say so in the Description. Ask your accountant how to pay it back.

Still stuck? See Fix common problems.

Next steps