Expense
Capture business spending paid by cash/bank/credit card—optionally mark lines billable to recharge customers/projects.
Overview
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Record outflows for goods/services used to operate the business.
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Supports line-level billable flags, tax handling, and job/customer tagging.
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Reduces cash/bank (or increases credit card payable) and increases expense.
Where to Access
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Accounting → Expense
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Click Add New.
Key Attributes
Header
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Date/Time
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Payee (vendor/customer/employee)
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Expense Number
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Payment Account (bank, credit card, petty cash)
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Payment Method (check, card, transfer)
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Internal Notes
Lines (per item)
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Item/Service (inventory item or expense account)
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Description
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Quantity / Rate / Amount (for items)
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Billable (yes/no, to recharge a customer/project)
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Tax (Taxable) (yes/no and calculation)
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Customer/Project (job costing)
Key Functions
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Create an expense : Fill header → add lines (items or accounts) → set tax/billable → Save.
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Recharge costs : Use Billable + customer/project to later invoice the expense.
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Split costs : Multiple lines to allocate by department, class, or project.
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Pay via credit card : Use card account as Payment Account (liability increases).
Related Features
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Vendor Bills & Bill Payments
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Items (when expensing non-inventory purchases)
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Customer Invoicing (for billable expenses)
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Chart of Accounts / Run Report