Record an expense

Enter a paid or unpaid expense by hand, with VAT and a receipt attached.

1. Choose Record expense on Home, or open Purchases, Expenses, Record expense.
2. Enter the date and who you paid. Choose an existing supplier or type a new one.
3. Pick the expense category and enter the amount.
4. Set the VAT: included in the amount or on top.
5. Choose how it was paid: bank, card, cash, or not paid yet.
6. Add a reference, description and notes if you need them.
7. Attach the receipt as a PDF or image.
8. Choose Save expense.

Saving creates an approved bill with the file attached and pays it the same day, unless you left it as not paid yet. Period locks and user roles apply, so you cannot save into a locked period.

On the Startup plan

Startup records paid expenses only. There is no VAT, no not paid yet option and no attachment.