Steps to Create an Expense Entry
In the left sidebar, click the Bar-code icon to open the Expenses module.
Click the "Create Expense" button at the top left.
A form will appear. Complete the following fields:
Date — confirm or update the expense date
Issuer — enter the vendor or supplier name
Category — select the expense category from the dropdown
Amount — enter the expense amount
Invoice # — enter the invoice number if applicable
Attach receipt — click "Select File" to upload a receipt
Taxes — check the applicable tax boxes: PST, GST, HST, or IVA
Notes — add any relevant notes about the expense
Click "Save".