Adding an ExpenseΒΆ

Note

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 the in the ribbon

  2. Click Finance

  3. Click Expenses

  4. Click Items

  5. Click the in the upper right hand corner

  6. Click Expense

  7. Select date of purchase

  8. Choose a vendor

  9. Choose an account

  10. Upload a receipt

  11. Enter total

  12. Enter tax

  13. If desired, add an allocation

  14. Click Save