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User Guides

Expense Management

Expense Management

Track your business expenses with categories, receipts and monthly reports.

Adding an Expense

  1. Go to Finance > Expenses and click "New Expense"
  2. Select a category, enter amount and date
  3. Upload a receipt or proof (optional)
  4. Mark if billable to a customer

Recurring Expenses

Set up recurring expenses (monthly, weekly, yearly) and the system will create them automatically.

Categories

Create custom expense categories (rent, software, travel, advertising etc.) for accurate analysis.