Add An Expense

How do I add an expense?

To add an expense, go to Expenses and press the 'Add Expense' or '+' button in the top right.

This will open a new page with a form to enter the expense details.

Once all details have been entered, press 'Save & Close'.

Fields

Name (Optional)

The name of the expense for your reference.

Payee (Optional)

This is a dropdown field that allows you to choose an already created Payee, or create a new one by typing the name into the field.

Payment Date (Required)

Select the date of the expense/payment use the calendar.

Payment Method (Defaults to 'Card')

Use the dropdown to choose between Cash or Card, or type any other form of payment into the field.

Reference Number (Optional)

The reference number of the expense/payment.

Line Items

You can add as many line items as necessary, each line item will have the following fields:

Category (optional) - Choose or create an expense category (Learn More)
Description (optional) - The textual description of the line item.
Amount - The dollar amount of the line item, defaults to $0.
GST - Whether the line item amount is eligible for GST, or GST Free. Inclusive or exclusive is set at the top right of the line items section.

Below the line items, there is a 'Add Line' button for creating a new line item, and a 'Clear lines' button for deleting all line items.

At the right side of all line items, there are 2 icons/buttons. A blue 'duplicate' icon for duplicating that line item into a new one, and a 'trash' icon for deleting that line item.

Business Percentage

This slider allows you to dictate what percentage of business use applies to this expense. It defaults to 100%.

Tags (Optional)

Tags are optional and currently unused. You can choose a current tag by clicking on the field and selecting one from the dropdown, or add one by typing a new tag into the field and pressing enter.

Notes (Optional)

The notes field allows you to add simple text notes to the expense.

Attachments can be uploaded by selecting the 'Upload Attachments' button, which opens a file browser. You can select multiple files to upload, either images or PDF. Attachments are not saved to the database until the expense is saved.