The expenses feature lets you record, edit, and organize your spending, ensuring you always have a clear view of your business costs.
Create a New Expense
To create new expense follow the steps below:
From Dashboard, click Expenses tab.
Click New Expense in the top-right corner.
Fill out all expense details on the page.
Expenses Field IndexDate.
Enter the expense date. Defaults to today’s date.Amount.
Enter the expense amount before tax.Payment Type.
Select the payment type from the dropdown.Tax.
Enter the tax paid on the expense.Description.
Provide a short description of the expense.Type.
Specify the type of expense.Reason.
Enter the reason for the expense.Category.
Assign a category from the dropdown.Recipient Name.
Select an employee if they used personal funds and need reimbursement.Approved By.
Choose an approving employee. Use search to find names quickly.Expense Note.
Add any internal notes.Remove Cash from Register.
If paid in cash, select the register to remove funds from.Pop Open Cash Drawer.
Click to open the register’s cash drawer.Add Files.
Upload files or attachments related to the expense.
Note: Fields marked in red are required.
Edit an Expense
You can modify an existing expense to correct or update its details by following the steps below:
From Dashboard, click Expenses tab.
Locate the expense you want to edit.
On the Update Expenses tab, update any necessary information.
Click Save in the bottom-right corner to apply your changes.
Delete an Expense
If an expense was entered incorrectly or is no longer needed, you can delete it by following the steps below:
From Dashboard, click Expenses tab.
Locate the expense you want to delete.
Check the box next to each expense you want to delete. Above the list, click Delete.A popup will appear asking for confirmation, click OK to confirm.
Note: If you delete an expense by mistake, you can restore it using Manage Deleted Expenses.
Manage Deleted Expenses
If the wrong expense was deleted, you can recover it. Follow the steps below:
From Dashboard, click Expenses tab.
Click the three-dots in the top-right corner.
Select Manage Deleted Expenses.
Check the box beside the expenses you want to restore.
From the menu above the deleted list, click Undelete.
Click Done to return to the main Expenses tab.
Ready to set up your account? Follow the checklist below to get your store running smoothly.