Expenses: Adding an ExpenseΒΆ

When you make a purchase with a work credit card or a store account, you should record this by adding a new expense.

  1. Click in the ribbon

  2. Click Finance

  3. Click Expenses

  4. Click Items

  5. Click in the upper right hand corner

  6. Click Expense

  7. Select date of purchase

  8. Click Choose a vendor

    • Select a vendor

  9. Click Choose an account

    • Select an account

  10. Upload a receipt

  11. Enter total

  12. Enter tax

  13. If desired, add an allocation

  14. Click Save