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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, bank transfer, or Direct Debit, they automatically appear in the 'Expenses' section.

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:

  1. Go to 'Hub'
  2. Click on 'Expenses'
  3. Select 'Settings' to edit