How do I record a business expense?
Add it with a date, amount, category, payment method and supplier, and attach the bill so the supporting document stays with the entry.
Expense trackingExpenses and purchases
Recording spend, purchase bills and bank reconciliation.
How do I change the list of expense categories?
Categories are managed from the expense settings. A default set is seeded when your account is created, and you can add to it, rename entries or remove ones you do not use, so the list matches how you already classify spend rather than a generic template.
How do I record an expense paid in cash?
The same way as any other โ set the payment method to cash when recording it. The payment method is stored on the entry, so cash spend appears in your expense reports alongside everything else rather than being tracked separately.
What is the difference between an expense and a purchase bill?
A purchase bill records what a supplier invoiced you, with its own supplier ledger and payment tracking. An expense is a simpler record of money spent against a category. Both live in the same books.
How do I see where my money went?
Expense reports total spend by category across a date range, so you can read the shape of your costs over a month, quarter or year.
Can I raise a purchase order?
Yes, on the plans that include it, along with goods receipt notes for recording what actually arrived.
Other help topics
Getting started
Setting up your business and raising your first invoice.
InvoicesBuilding, numbering, styling and sending your invoices.
GST on invoicesHow the software applies GST โ and where to ask a professional instead.
Payments and remindersRecording what you have been paid and chasing what you have not.
QuotationsQuoting, revising and converting to an invoice.
CustomersCustomer records, GSTIN, ledgers and statements.
Plans and billingLimits, upgrades and what happens to your data.
Account and teamLogins, team members, permissions and notifications.