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An Expense records money your shop has spent — for supplies, bills, or any other business cost — tracked from creation through approval and payment.
You need at least one shop before you can add an expense — see Shop.
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Open Business → Expense

The dashboard shows Total Amount, Total Count, This Month Amount, and This Month Count, along with every expense recorded so far. Use the Shop, Expense Type, Expense Category, Payment Method, Status, Start Date, and End Date filters, with Reset / Apply, to narrow the list down.Each row shows the Shop Name, Amount, Category, Expense Type, Payment Method, Bill Date, Status, and actions to view, edit, or delete.
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Click + Add Expense and fill in the details

Save to record the expense — it starts out as Draft.

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Approving and Paying an Expense

Click View Details on any expense to move it through its stages:
  • A Draft expense can be Approved or Rejected.
  • An Approved expense can be Rejected, or marked as Paid.
Deleting an expense can’t be undone. Once an expense is Rejected or Paid, it’s final too — there’s no way to reopen, re-approve, or reverse it, and a Paid expense also can’t be edited or deleted.

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Download an Expense Report

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Click Download PDF and choose a range

Click Download PDF to save the report.