Can I add out-of-pocket expenses?
Team members
There may be occasions where you have to make a business expense out of your own pocket. You can record a reimbursement request (including expenses made using cash, personal cards or cards from other bank accounts) and track them using Expenses.
- Go to Expenses → click on '...' next to Upload receipt
- Click Request reimbursement
- Then enter the transaction amount, merchant, and payment date
- You can also add a receipt, expense category, description, and labels to provide more details about the expense
Admin
When you export a CSV statement of your expenses, out-of-pocket expenses are identified as an external expense. If it's exported to Xero, it will be exported as a bill in the Bills to Pay section.