Module 16.1 Creating expenses

By the end of this module, you'll be able to add new expenses with attachments such as invoices or receipts, and sort and filter the view to see the expenses you need to.


MODULE 16 - EXPENSES

16.1: Creating Expenses

The expense section allows you to record expenses and attach receipts and invoices either by adding a photo or by the actual document.

The expense categories are set by you in the same way you set the services.

To add a new expense,

  • go to the pink menu button and add an expense
  • select the date,
  • account,
  • description,
  • category and
  • amount and
  • whether there is tax enabled and the rate, and save.

Squeegee Status
2022