Vendors and expenses

In this guide, you add a vendor and an expense category, then record an expense. Expenses then show up in your reports.

1. Vendor

1. In the menu, click Purchases.
2. Open the Vendors tab.
3. Click Add Vendor.
4. Enter the vendor name.
5. Enter the phone, email and address.
6. Click Save.

2. Expense category

1. An expense needs a category. In the Expenses tab, click Add new category.
2. Click Add new category.
3. Enter the category name and choose Expenses.
4. Click Save.

3. New expense

You can attach a photo of the receipt to the expense.

1. Go back to Purchases > Expenses and click Add New Expenses.
2. Enter the expense amount.
3. Enter the tax as a percentage, if there is one.
4. Choose the vendor.
5. Choose the category.
6. The date is today. Change it if needed.
7. Enter a note. You can also attach a photo of the receipt.
8. Click Save.
9. Done. The expense is recorded.

Summary

Purchases → Vendors → Add vendor → category → Expenses → Add expense → Save

What's next

Next guide: Vendor bills.