Create an Expense

Record a business expense with category, supplier and payment information.

Open Expenses

Dashboard → Expenses

Navigate to the relevant workspace area.

Select New Expense

Select New Expense. Review the information shown before continuing to the next step.

Enter vendor, date and category

Enter vendor, date and category. Review the information shown before continuing to the next step.

Add amount, currency, tax and payment details

Add amount, currency, tax and payment details. Review the information shown before continuing to the next step.

Attach evidence and save

Attach evidence and save. Review the information shown before continuing to the next step.