QuickStart Guide to Non-Order Expenses

Overview

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Not every dollar spent in your business is tied to a product order. To keep your finances accurate, you must record overhead costs like rent, utilities, or freight charges not tied to any specific order.

Here are steps to manage expenses that are not tied to an order in your workspace: 

1. Add a Custom GL Account →
   Learn how to create a custom GL account in your workspace. Once created, you will link this GL account to your Non-Order Supplier so the system can correctly categorize your expenses.
    
2. Add Non-Order Suppliers →
   Learn how to add suppliers who provide services your business needs to function. Because these supplier's services aren't tied to an order in your workspace they're considered "non-order suppliers" and are needed for you to accurately track your business spend. 
    
3. Record an Expense  →
   Learn how to record your business costs in your workspace. Whether it’s a one-time purchase like a new office chair or a recurring monthly bill, recording the expense immediately ensures your Profit and Loss reports are always accurate
    
4. Record Payment for an Expense →
   Learn how to record a payment to an expense in your workspace to identify a debt as settled. By logging your payments to expenses in your workspace, you "close the loop" on your transactions.