Adding an Expense
How to record something you’ve paid for the business with Add expense: the amount, date, category and van, the VAT in it, a photo of the receipt, and costs that repeat.
Read article: Adding an ExpenseExpenses help
Help for Expenses in Work Planner.
Articles
Expense Detail View
What the expense detail popup shows, including linked entities, amounts, dates, and recurring schedule information.
Read article: Expense Detail ViewEditing an Expense
How to correct an existing expense without losing the reporting links that make it useful later.
Read article: Editing an ExpenseCreating an Expense from Transactions
How to record an expense on the full transaction form, for a cost that belongs to a job or needs a payment method, payment reference or service.
Read article: Creating an Expense from TransactionsExpenses List
How to add expenses, see and stop the costs that repeat, filter the Expenses list and understand the expense summary cards.
Read article: Expenses List