manage_expenses

Manage Expenses
- Create Categories
- Capturing your Expenses

Manage Expenses

Keep track and manage your expenses. It is possible to create multiple categories and sub-categories for managing and grouping your expenses.

Find and activate it at Setup > Apps > Expenses. Once activated a ‘Manage Expenses’ menu will appear under the Billing menu.

Create Categories

Go to Billing > Manage Expenses > Categories
Click “Add new category”.
You can add your normal business expense categories here by filling in the category name and saving eg. accounting, rent and maintenance.

Once you have added all your categories you can add subcategories under each main heading by clicking the “(add sub-category)” link next to each main heading.

Capturing your Expenses

Go to Billing > Manage expenses > Recent Expenses to start capturing.
To view reports on your expenses you can go to Billing > View Reports > Expenses, select your date range and view expense totals and breakdowns.

Table of Contents

Manage Expenses

Create Categories

Capturing your Expenses