Skip to help content

Finances

How to record expenses

Record expenses from Finances and confirm they appear in the correct period list.

Updated

For: Owner, Admin

Before you start

  • Confirm you are in Finances before comparing amounts.
  • Use period filters only when you need to review another month.
  • Do not press Save, Export CSV, or Send when you are only reviewing information.

1. Review the expense list

  1. Open Finances > Expenses.
  2. Check vendor, category, job, date, and amount.
  3. Use period, search, or sort to find existing expenses.
Monthly expenses list

2. Add a new expense

  1. Click Add expense.
  2. Complete vendor, amount, related job, category, date, and description.
  3. If the expense is general, leave No job associated.
Add expense form

3. Save and confirm

  1. Save only when amount and date are correct.
  2. After saving, return to Expenses and confirm it appears in the right period.
  3. If it does not appear, change the period or search filter.

Statuses and options you may see

This month

Means: Current filtered period.

Next step: Change it when looking for expenses from another month.

General expense

Means: Expense without a related job.

Next step: Use it for general business costs.

Period

Means: Filter for another time range.

Next step: Check this if an expense is missing.

Sort

Means: Changes the list order.

Next step: Use it to review date or amount.

Save

Means: Creates the expense.

Next step: Do not press it until you finish reviewing.