Add an Expense Entry
When entering a new expense for a payee previously used, if the Auto-Fill by Payee is enabled, a copy of the last entry will populate for informational purposes only. You can then change or remove any unnecessary information which will not affect the previously added entry.
From the sidebar navigation, click
Business Tools, then Expenses.
- From the toolbar, click
then select New Expense. - Enter the payee information into the Pay to field. If you have Auto-Fill by Payee selected and have previously used the payee entered, a copy of the previous expense information will automatically be filled in.
- Update the information in the Number, Date, and Note fields for the new expense.
- If the payee has been previously used, change the Category, Memo, and Amount for the new expense.* If the entry was previously split into multiple expense categories, delete or update any unnecessary split entry information (deleting or updating will not affect the entry added previously).
- If the payee has not been used, or if the expense needs to be split into more than one category, from the New Expense form toolbar, click
then add the Category, Memo, and Amount for the additional categories needed. - When finished, either click
(to create another new expense) or 
SAVE to save and close.
- From the toolbar, clickthen select New Expense.
- Enter the applicable information into the Pay To, Number, Date, and Note fields.
- From the New Expense form toolbar, click then add the Category, Memo, and Amount.*
- If the expense needs to be split into more than one category, from the New Expense form toolbar, click then add the Category, Memo, and Amount for the additional categories needed.
- When finished, either click (to create another new expense) or SAVE to save and close.
* For Canadian users, enter or change the GST field as well.
Additional Information:
- Create, Edit, or Delete Recurring Expenses
- To create a new category, see Expense Categories.
indicates a recurring expense, and
indicates a split expense.