Record an expense

An expense is money you've spent — a receipt for supplies, fuel, a business lunch. Unlike a bill, it's a single amount you log for your records and reports, not something with a due date.

Turn on Expenses under Settings → Features to use it.

Record one

1. Open Expenses and choose New expense.
2. Enter the amount and date.
3. Pick a category — create one on the spot if you need to. Categories are how expenses group in your reports.
4. Choose the payment method, and optionally link the vendor.
5. Save.

Reimburse a teammate

Did someone pay out of their own pocket? Mark the expense reimbursable and choose the member or staff it should go back to. Once approved, it becomes money you owe them — tracked just like a bill until you pay it.

Good to know

• Expenses feed your profit & loss and cash flow reports, grouped by category.
• Reimbursing needs Reimbursable switched on under Settings → Features (it sits under Expenses).

A bill is money you owe with a due date; an expense is money already spent. Use whichever fits.