Expenses

Use Expenses to record operating costs that should be reflected in reporting and balance analysis.

Common examples:

• vendor invoices
• paid-outs
• maintenance and repairs
• category-specific operating costs

Add an Expense

1. Click + Add.
2. Select expense date.
3. Enter source/payee.
4. Select P&L category.
5. Select sub-category.
6. Enter amount.
7. Optional: use Add Breakdown for line-item detail.
8. Click Save.

Edit an Expense

Open an existing record, update fields, and save.

Category Hygiene Rules

• Use consistent category names across locations.
• Avoid misc catch-all entries when a proper category exists.
• Enter expenses at least weekly to keep reports decision-ready.

Month-End Checklist

• Confirm all major invoices are entered.
• Verify category distribution for unusual spikes.
• Export data for accounting reconciliation.