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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


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.