How to add an expense
This page covers the New expense screen. It is used to record business expenses, and the same form is reused in other flows such as delivery payments and commission payouts.
When to use this page
- When you need to record a business expense.
- When you need to connect the expense to a payment method, location, and optionally a cash register.
- When you want to use Expense type for clearer reporting.
- When you need to correct the paid date of an existing expense or void it.
Where you can add an expense
- From the bottom menu "+" → "New expense".
- In the desktop app, use "+ Create" → "New expense".
- In the deliveries flow, when you add a payment for a delivery.
- In the commissions payout flow, when you record a payout.
Before you start
- Make sure you have active "Payment methods". If not, see Payment methods.
- If you want clearer categorization, first prepare Expense types.
What you see in the form
- Amount — required
- Payment method — required
- Expense Description — optional
- Cashier — optional
- Expense type — optional
- Cash register — optional
- Location — required
- Paid on — date and time
Steps: Add an expense
- From the bottom menu, tap "+" → "New expense".
- In the New expense screen, fill in:
- "Amount" — required.
- payment method — required.
- "Expense Description" — optional.
- "Cashier" — optional.
- "Expense type" — optional.
- "Cash register" — optional.
- "Location" — required.
- "Paid on" — date and time.
- Confirm with "Create" (or "Save" when editing).
How to use Expense type
- The field is optional, but very useful if you want reporting to stay organized.
- Use Expense types to prepare standard categories such as rent, consumables, or transport.
- If you leave the field empty, the expense will still be saved, but it becomes harder to group later.
Important when editing
- Once the expense is saved, the form becomes locked and you can only change Paid on.
- Use Save paid date for that change.
- If the specific expense allows it, you will also see Void.