Getting Started: Expenses

Overview

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Managing your business finances in your workspace goes beyond just tracking sales. To get a true picture of your profitability, you must also account for the money going out. In this workspace, an expense represents any business-related purchase—from the rent for your facility to supplier PO Invoices.

Below you'll find documentation to explain everything you need to know about Expenses in your workspace:

• Record an Expense  →
  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
   
• Record Payment →
  Learn how to record a payment in your workspace to identify a debt as settled. By logging your payments in your workspace, you "close the loop" on your transactions.
   
• Quickstart Guide for Non-Order Expenses →
  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.