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Expenses

Owner

Shop spend that is not a supplier bill. Attach the receipt. Cash or transfer picks the clearing account.

Who uses this​

The owner, for spend you did not already record as a bill.

What you need first​

  • Opening books confirmed
  • A location

Steps​

1. Review spend​

Open Expenses. The heading says Spend. Add description, amount, date, category, payment method, and location. Attach a receipt image. After save, search the list and press View receipt to open the file.

Spend hub with expense history and receipt marks.
Spend hub with expense history and receipt marks.

What done looks like​

  • Description, amount, category, payment method, location, and receipt stay after reload.
  • The books post a balanced expense for that payment method.

Common mistakes​

  • If you will need proof later, attach the receipt image, not only a filename.
  • Do not record a bank fee here and again as a new bank line without matching.