Expense management involves recording business costs like supplies, travel, or meals to support budgeting, financial decisions, and tax filings. New expenses are logged after receiving goods or services with an invoice.
Steps to Create an Expense Entry:
Step 1: Navigate to Expenses by clicking the + New Expense icon.
Step 2: Fill Out Expense Information:
Step 3: Add Account Details: Add account details; click + Add Another Item for multiple entries.
Step 4: Attach Documents and Review: Upload documents or attach a receipt (optional).
Step 5: Click Save and Proceed to finalize.
Your new expense will appear in the table for accurate financial tracking.
Learn more: Creating New Expenses
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