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How to add an expense

This page shows how to record an expense in the business app.

What you’ll learn​

  • How to open the expense form.
  • Which fields are required.
  • Where to add expense types.

Where you can add an expense​

  • From the bottom menu "+" → "New expense".
  • In the desktop app, use "+ Create" → "New expense".
  • In "Products" > "Deliveries" — open a delivery and use "Add payment" to record the expense for that delivery.
  • From "Commissions" > "Payouts" — select an employee and tap "Pay off" to pay accumulated commissions (creates an expense).

Before you start​

  • Make sure you have active "Payment methods". If not, see Payment methods.
  • Optional: add "Expense types" in "Settings" > "Payments" > "Expense types".

Steps: Add an expense​

  1. From the bottom menu, tap "+" → "New expense".
  2. In the "New expense" modal, fill in:
    • "Amount" — required.
    • "Payment methods" — required.
    • "Expense Description" — optional.
    • "Cashier" — optional.
    • "Expense type" — optional.
    • "Cash register" — optional.
    • "Location" — required.
    • "Paid on" — date and time.
  3. Confirm with "Create" (or "Save" when editing).