How to Record an Expense

Overview

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Learn how to record your business costs in your workspace. Whether it’s a one-time purchase like a supplier invoice, a new office chair, or a recurring monthly bill, recording the expense immediately ensures your Profit and Loss reports are always accurate

1. Click Expenses in the menu in the left menu
   
2. Choose Expenses in the dropdown menu
   
    
3. Click Add New Expense
   
    
4. Fill in the following base information:
   
   • PO # (if applicable)
   • Select a Supplier (required)
   • Invoice # (required)
   • Adjust the Invoice Date if needed
   • Adjust the Due Date
      

5. Next, review/add the Expense details:

   • If this expense is for a PO Invoice in your workspace: 
     • The Invoice details will populate automatically, please confirm the expense quantity and costs are correct
     • Then click Save
       
   • If this expense isn't tied to an order or invoice in your workspace:
     • Click "+ Add New Item" to add the non-order expense details
       
     • Fill in the Item #, Name, Quantity, and Cost
       
     • Then click Save
       
        

   Once you've saved your expense you'll be routed back to your Expense List where your new expense will be listed as "Unpaid" until a payment is recorded.