Expenses and Suppliers

Creating and Managing Expenses

Record expenses with categories, VAT, receipts and links to customers or jobs.

Creating an Expense

Create an expense from the Accounting section. Record the amount, choose a category, set the VAT and add a description.

Expenses move through Recorded, Approved, Paid and Void, so you can track them from entry to settlement.

Expense categories keep your costs organised, and VAT is tracked on each expense for reporting and your VAT export.

Attach a receipt or supporting file to an expense - snap a photo or upload a document - so the evidence stays with the record.

Link an expense to a customer, a job or a supplier. Linking to a job feeds that job profitability.

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