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  2. Getting Started
  3. Getting Caught Up

Entering Past Expenses

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To streamline the catch-up process, we recommend entering the monthly totals for each expense category into Boulevard instead of itemizing every expense. This approach will provide you with a comprehensive Summary of Expenses report, which is essential for year-end tax preparation (Be sure to retain all original receipts and documents for tax purposes).

Tip: If any entries are recurring, you can exclude them from the steps below and instead simultaneously enter them as recurring entries. See Create, Edit, or Delete Recurring Expenses for detailed steps.

  1. Begin by grouping the receipts by month.
  2. When finished, sort each month into the applicable expense categories (you can refer to your accountant for help with this).
  3. Using a calculator, add each category for each month.

From the sidebar navigation, clickBusiness ToolsBusiness Tools, then Expenses.

Tips:

  • To view a running list of the entries from the Filter sidebar, set the Date Range to include the corresponding month of the items being entered.
  • You can use your tab key to quickly move between fields or your arrow key when changing the date in the Date field.
  1. From the toolbar, clickAdd Newthen select New Expense.
  2. In the Pay To field, type the category name assigned to the expenses.
  3. In the Date field, enter a date within the month you are recording (such as 7/1/2023 for the entire month of July).
  4. If the same payment method was used for all entries, enter it in the Number field; otherwise, leave it blank.
  5. From the Category field, begin typing to drill down and choose the appropriate category.
  6. From the Memo field, enter the month the expenses occurred; for example, July 2023 ProPay Fees. 
  7. Enter the amount calculated from the steps above in the Amount* field.
  8. Select theSave & Newand repeat the steps until you finish entering all expenses.

Adding Past Expense Entries

* For Canadian users, enter or change the GST field as well.

Additional Information:

For more information about entering past business information into Boulevard, such as sales and inventory product orders, see Getting Caught Up.