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Record an expense

Use Add Expense to capture business spending with a category.

Last updated 13/08/2026

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Use Add Expense to capture business spending with a category.

The available actions depend on your role, permissions and current subscription plan.

Steps

  1. 1

    Open Expenses.

  2. 2

    Select Add Expense.

  3. 3

    Enter the date, amount, category, description and payment details shown.

  4. 4

    Save the expense and review it in the expense list or reports.

Note

Available actions depend on your role, permissions, plan and current product configuration.

Related content

helpExport reports

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