manage_expenses
Differences
This shows you the differences between two versions of the page.
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manage_expenses [2014/10/29 12:02] Lisa Adams created |
manage_expenses [2014/11/05 12:28] (current) Lisa Adams |
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| [[https://billing.snapbill.com/expenses|Billing > Manage Expenses]] | [[https://billing.snapbill.com/expenses|Billing > Manage Expenses]] | ||
| - | Keep track and manage your expenses. It is also possible to create multiple categories and sub-categories for managing and grouping your expenses. | + | Keep track and manage your expenses. It is possible to create multiple categories and sub-categories for managing and grouping your expenses. |
| - | <WRAP todo>Find and activate it at [[https://billing.snapbill.com/setup/apps|Setup ⇒ Apps ⇒ Expenses]]. Once activated a ‘Manage Expenses’ menu will appear under the Billing menu.</WRAP> | + | <WRAP todo>Find and activate it at [[https://billing.snapbill.com/setup/apps|Setup > Apps > Expenses]]. Once activated a ‘Manage Expenses’ menu will appear under the Billing menu.</WRAP> |
| ==== Create Categories ==== | ==== Create Categories ==== | ||
| - | * Go to [[https://billing.snapbill.com/expenses/categories|Billing ⇒ Manage Expenses ⇒ Categories]] | + | * Go to [[https://billing.snapbill.com/expenses/categories|Billing > Manage Expenses > Categories]] |
| * Click “Add new category”. | * 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. | * You can add your normal business expense categories here by filling in the category name and saving eg. accounting, rent and maintenance. | ||
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| ==== Capturing your Expenses ==== | ==== Capturing your Expenses ==== | ||
| - | * Go to [[https://billing.snapbill.com/expenses|Billing ⇒ Manage expenses ⇒ Recent Expenses]] to start capturing. | + | * Go to [[https://billing.snapbill.com/expenses|Billing > Manage expenses > Recent Expenses]] to start capturing. |
| - | * To view reports on your expenses you can go to [[https://billing.snapbill.com/report/expense|Billing ⇒ View Reports ⇒ Expenses]], select your date range and view expense totals and breakdowns. | + | * To view reports on your expenses you can go to [[https://billing.snapbill.com/report/expense|Billing > View Reports > Expenses]], select your date range and view expense totals and breakdowns. |
manage_expenses.txt · Last modified: 2014/11/05 12:28 by Lisa Adams
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