How to record an expense

Recording your expenses gives you a clear picture of your business finances and powers your financial dashboard.

Steps

1. Open Finance → Expenses.
2. Click New expense.
3. Enter the concept, amount, date, and category.
4. Attach the receipt (invoice or receipt) if you have one.
5. Click Save.

Tip

Use categories consistently: this way your financial dashboard shows you where your money goes month by month.