Skip to main content

Expense Tracking

Monitor and manage business expenses.

Logging Expenses​

  1. Go to Financial → Expenses
  2. Click Add Expense
  3. Enter details:
    • Amount
    • Category
    • Date
    • Vendor
    • Client (optional)
  4. Upload receipt
  5. Save

Categories​

  • Software & Tools
  • Advertising
  • Travel
  • Office Supplies
  • Contractors
  • Marketing
  • Custom categories

Expense Reports​

By Period​

  • Weekly
  • Monthly
  • Quarterly
  • Custom range

By Category​

Breakdown by expense type.

By Client​

Expenses allocated to clients.

Receipts​

  • Upload images
  • OCR extraction
  • Cloud storage
  • Searchable archive

Next: Time Tracking →