Expenses
GROWTHRequires the growth plan or above.
Day-to-day spending — travel, software, supplies — recorded against categories so you can see where money actually goes.
Operations›Finance›Expenses
- Select New expense.
- Enter the amount and date.
- Choose a category.
- Attach the receipt.
- Save.
The expense-by-category report shows the breakdown over any period, and is usually the fastest route to an obvious saving.
Important
Set up your categories before your team starts recording expenses. Recategorising hundreds of entries afterwards is work nobody volunteers for.
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