Expenses

Expenses records business spending. Use the period, category, and search controls to review the costs relevant to your work.

Add and review an expense

1. Use receipt scanning or manual entry, according to the available control.
2. Check the extracted or entered vendor, date, amount, tax, and category.
3. Attach the receipt when available and verify that it belongs to this expense.
4. Use Link to a work order when the expense should be associated with a specific job.
5. Save and review the resulting record.

AI extraction can require corrections. Open an expense to edit its details, attach a missing receipt, or correct its work-order link. Review category and period totals before using them for business decisions. Keep receipts and spending exports private.

Related guides: Requests, Analytics, and Payments.