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Adding out-of-pocket expenses

There may be occasions where you have to pay for 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.

To add out-of-pocket expenses as a Team member:

  1. Go to 'Expenses' and click on 'New'
  2. Click on 'Request reimbursement'
  3. 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.

Managing these expenses as 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.