Create an Expense
Record a business expense with category, supplier and payment information.
Open Expenses
Dashboard → Purchases → Expenses
Start from Dashboard, open Purchases, and select Expenses. On mobile, open the workspace menu first when the named menu is not visible.
Select New Expense
Select New Expense. Review the information shown before continuing to the next step.
Enter vendor, date and category
Enter vendor, date and category. Review the information shown before continuing to the next step.
Add amount, currency, tax and payment details
Add amount, currency, tax and payment details. Review the information shown before continuing to the next step.
Attach evidence and save
Attach evidence and save. Review the information shown before continuing to the next step.