Expense Tracking

Expense Tracking

Keep accurate records of all business expenses for budgeting and tax purposes.

Adding Expenses

Navigate to Finance → Expenses and record:

• Description — What the expense was for
• Amount — Cost with currency
• Category — Software, Office, Travel, Marketing, etc.
• Date — When the expense occurred
• Receipt — Upload a receipt image or PDF
• Vendor — Link to a vendor record (optional)
• Project — Associate with a specific project for cost tracking

Recurring Expenses

Mark expenses as recurring (monthly, quarterly, annually) and the system will automatically create new entries on schedule.

Expense Reports

Generate reports by category, date range, project, or vendor. Export to PDF or CSV for your accountant.