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Topics
Business · Expenses and invoicing · Expenses · Introduction to Expenses

Setting up Expenses

No set-up is required — when you make a transaction, such as a card payment or bank transfer, they automatically appear in the 'Expenses' section.

Submission process

We have pre-configured your settings so that receipts and description are mandatory. If you'd like to customise your submission requirements, follow these steps

  • Web app: go to 'Expenses' on the main menu. Mobile app: click your profile in the top left and select 'Expenses'
  • Select 'Settings'
  • Select 'Required fields', and enable the relevant ones out of receipt, description, accounting category, tax rate, labels

Accounting settings

We have pre-configured expenses with commonly used categories and tax rates to make processing expenses even easier. If you'd like to customise them, such as creating labels for your expenses, follow these steps:

  • Web app: go to 'Expenses' on the main menu. Mobile app: click your profile in the top left and select 'Expenses'
  • Select 'Settings'
  • In the 'Accounting' category, edit categories, tax rates, and labels