Log an expense
From your Expenses tab in your Billing & Finance page select the 'log an expense' option. This will bring up a new 'log an expense' page.
Enter the name of the expense, select or create a category for the expense, type in the amount paid, any tax or GST paid then enter the date of the purchase. Hit 'LOG EXPENSE' to save to your expenses list.
Business Expense Reports
From your expenses overview page use the filter in the top right hand corner or the page to set a time frame to see at a glance, e.g; last 30 days, this week, last 7 days, this month or last 60 days.
From your Billing & Finance page in your business web portal find the 'Reports' tab.
On this page you can generate all billing reports.
Using the calendar drop down set the time period for the report, then the drop down box under the 'Type' title select the expenses option, under 'Expense category' choose the category, then hit 'Create report' to generate your report.
You can see a summary of the report for;
Amount Spent
Tax
GST
Number of expenses logged
Payments list
Amount
Name
Category
Tax/GST
Date
Print or export as CSV
Print
Save as a PDF
Print
Export as CSV ("commas to separate values") file.
From the Billing & Finance page in the Insights tab you can view payment graphs to help you see the flow of your business. Set time frames using the drop down selection calendar and compare your business growth.
Expense Insights
