How to record an expense
Recording expenses captures what your business spends, feeding profitability and financial summaries.
#When to use this
Use this whenever a business cost is incurred that you want tracked.
#Step by step
1
Open Expenses
Go to the Finance expenses area.
2
Add an expense
Enter the amount, category, and any receipt.
3
Save
The expense is recorded for review and reporting.
#Expected result
What you should see
The expense is recorded and available for approval and profitability reporting.
#Common mistakes
- Inconsistent categories that make reports messy.
- Missing receipts where they are needed.
#Troubleshooting
| If this happens | Try this |
|---|---|
| My expense is pending | Expenses may need approval; see Approve an expense. |
#Best practices
- Use consistent categories.
- Attach receipts where relevant.
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