Add expense

1

Expense

What was bought, who was paid and which site it belongs to.

Description*

Category* Select a category…Rent & LeaseUtilitiesSalaries & WagesFreight & ShippingMaintenanceMarketingPackagingInsuranceSoftware & ITOffice SuppliesFuel & VehiclesOther

Warehouse* Select a warehouse…Central WarehouseNorth Distribution CenterSouth WarehouseEast Fulfillment CenterWest Overflow Depot

Vendor / payee*

Invoice / bill number

Expense date*

Payment method CashCardBank transferCheque

2

Amount & tax

The total paid, and how much of it is tax.

Total amount (USD)*

$

The full amount paid, tax included.

Tax included (%)

%

Leave empty if the vendor charged no tax.

Net amount

$0.00

Tax included

$0.00

Total paid

$0.00

3

Payment & approval

Where the bill stands and who signed it off.

Status

PaidPendingOverdue

Due date

Required while the expense is pending or overdue.

Approved by Not approved yetOperations ManagerFinance DirectorWarehouse ManagerStore Owner

Shown in the approval timeline on the expense page.

4

Receipt & attachment

Keep a photo or scan of the receipt with the expense.

No receipt

Receipt image

PNG, JPG, WEBP or GIF up to 5 MB. The image is resized and stored in this browser with the expense.

Upload receipt

5

Recurrence & notes

Rent, subscriptions and insurance come back on a schedule.

Recurring expenseThe expense page shows when the next payment is expected.

Notes0/240