Expense entries can be added to record expenses, income, or mileage. Entries include a date, amount, and category, with optional payee and notes. A single transaction can be split across multiple categories to support accurate tracking and reporting.
From the sidebar navigation, select
Business Tools, then Expenses.
Options:
Auto-Fill by Payee is Not Enabled (recommended): Using this method, when the New Expense form launches, no information will be pre-filled in any fields.
Auto-Fill by Payee is Enabled: Follow this method if you have the Auto-Fill by Payee enabled and you would like a copy of the previous entry for that payee to auto-populate as a reference when the New Expense form launches.
Tip: You can use your tab key to move quickly between fields or your arrow key when changing the date in the Date field.
Auto-Fill by Payee is Not Enabled (recommended)
- From the toolbar, select the new expense button
then choose New Expense. - Begin typing to enter the applicable information into the Pay To, Number, and Date fields.
- You can use your tab key to quickly navigate the fields and make necessary changes to the information for the new expense entry. If the expense entry needs to be split into more than one category, tab again to select
Split, then add the Category, Memo, and Amount for the additional categories. For Canadian users, enter or change the GST field, if applicable. - Tab again and select Save & New (to create another new expense) or Save to save and close.
Auto-Fill by Payee is Enabled
When entering a new expense for a payee used before, if Auto-Fill by Payee is enabled, the last entry will copy itself for informational purposes only. You can then modify or delete any unnecessary details, which will not affect the previously entered information.
- From the toolbar, select the new expense buttonthen choose New Expense.
- Begin typing to enter the applicable information into the Pay To field. When you have Auto-Fill by Payee selected and have previously used the payee entered, a copy of the previous expense information will automatically be added to each field.
- You can use your tab key to quickly navigate the fields and make necessary changes to the information for the new expense entry. If the expense entry needs to be split into more than one category, tab again to select Split, then add the Category, Memo, and Amount for the additional categories. For Canadian users, enter or change the GST field, if applicable.
- When finished, select Save & New (to create another new expense) or Save to save and close.
Additional Information:
- Edit, Move, or Delete a Recurring Expense
- To create a new category, see Expense Categories.
-
indicates a recurring expense, and
indicates a split expense.