Recording expenses

Record everyday spending so your profit reports show the real picture.

Steps

1. Create your expense types in Finance > Expenses > Expense Categories (for example Electricity, Transport, Staff meals).
2. Record the expense with a payment voucher, using Add Expenses to choose the category.
3. Review your spending in Finance > Expenses > Expense History.

Small cash spending

Use Finance > Accounts > Petty Cash Book to record small cash payments made from the petty cash float.

Tips

• Keep categories broad. Ten to fifteen categories are usually enough.
• Attach the bill reference number to every expense, so auditors can match it to the paper bill.

Still stuck? Open Help & Support (the ? button at the top of any page) and send us a request. We can see which page you were on, so a short description is enough.