Expenses
9 docs
Expenses Overview
Last Updated: 10 November 2026A tour of the Expenses page: the status bar, the expense list, the expense preview and its buttons.
Add New Expense | Record Expense
Last Updated: 10 November 2026Record a cost such as parts, fuel or rent, with its category, amount and receipt.
Add New Billable Expense | Record Billable Expense
Last Updated: 10 November 2026Record a cost you will charge to a customer, so it can be added to their invoice.
Edit Expense
Last Updated: 10 November 2026Change an expense’s amount, category, date, customer or receipt.
Convert Expense to Invoice
Last Updated: 10 November 2026Bill a billable expense to the customer, on a new invoice or on the next invoice you create.
Recurring Expenses
Last Updated: 10 November 2026Set up a cost that repeats, such as rent or a subscription, so it is recorded automatically.
Expense Categories
Last Updated: 10 November 2026Add, rename and organise the categories you use to group your expenses.
Filter Expenses, Quick Stats and Export
Last Updated: 10 November 2026Filter your expenses, see totals by billing status, and import or export expenses.