Recording expenses and attaching receipts
Capture spending against a vendor and expense account, attach a receipt, and flag for review.
Recording an expenseVideo walkthrough coming soon · ~2 min
Creating an expense
You can flag expenses (for example, billable or needs-review) to surface them in filtered lists later.
- Go to Expenses, then New Expense.
- Choose the vendor and the expense account that categorizes the cost.
- Enter the amount and date; the currency is inherited from the vendor.
- Attach a receipt image or PDF for your records.
- Save — the expense posts to your ledger automatically.