Skip to main content

​
Record money out

Open Billing → Expenses to track operational costs alongside revenue analytics.

​
Fields

  • Type: required, maximum 60 characters.
  • Amount: required, numeric, zero or greater.
  • Description: optional, maximum 2,000 characters.
  • Receipt: optional reference, maximum 120 characters.
  • Payment method: optional, maximum 60 characters.

​
Create an expense

  1. Choose Record an expense.
  2. Use a consistent type/category suitable for reporting.
  3. Enter the amount in the account currency.
  4. Add a useful description, receipt/reference, and payment method.
  5. Save and verify it appears in the list and analytics period.
An expense record is not a file-attachment store or full accounting journal. Retain supporting invoices/receipts in the organization’s approved system and use the reference field to connect them.

​
Correct or delete

Edit factual errors promptly. Delete only duplicate/invalid entries and preserve any required audit or accounting record outside this workspace. If a correction changes a closed reporting period, notify the person responsible for reconciliation.

​
Reporting hygiene

Use a controlled set of expense types, consistent currency assumptions, real transaction dates, and unique receipt references. Large swings in payments-versus-expenses analytics should be reconciled against underlying records before business decisions.