Overview

• Record outflows for goods/services used to operate the business.

• Supports line-level billable flags, tax handling, and job/customer tagging.

• Reduces cash/bank (or increases credit card payable) and increases expense.

Where to Access

• Accounting → Expense

• Click Add New.

Key Attributes

Header

• Date/Time

• Payee (vendor/customer/employee)

• Expense Number

• Payment Account (bank, credit card, petty cash)

• Payment Method (check, card, transfer)

• Internal Notes

Lines (per item)

• Item/Service (inventory item or expense account)

• Description

• Quantity / Rate / Amount (for items)

• Billable (yes/no, to recharge a customer/project)

• Tax (Taxable) (yes/no and calculation)

• Customer/Project (job costing)

Key Functions

• Create an expense: Fill header → add lines (items or accounts) → set tax/billable → Save.

• Recharge costs: Use Billable + customer/project to later invoice the expense.

• Split costs: Multiple lines to allocate by department, class, or project.

• Pay via credit card: Use card account as Payment Account (liability increases).

Related Features

• Vendor Bills & Bill Payments

• Items (when expensing non-inventory purchases)

• Customer Invoicing (for billable expenses)

• Chart of Accounts / Run Report