Expenses

Go to Expenses → +. Fill in the date, category, payee, description, amount, method and reference no.

• Categories — pick one from the list or type a new one.
• Charged to Salesman — link a cost (fuel, allowance) to a salesman so it shows in their performance report.

Filter the list by date, category or person, print it, or export it to a spreadsheet (CSV).

Deleting an expense needs a reason. Expenses made by payroll can’t be edited here — reopen the payroll instead.

See Also

• Payroll
• Reports