Expenses for your account
Expenses allows you to capture receipts, categorise, and reconcile all your business expenses in one place, so you can save time on admin work.
Features for team members
- Attach a receipt to your expense — take a photo, upload a file, or forward an email
- Auto-match digital receipts attached to the corresponding expense
- Add a description, category, and label so you can group expenses together
- Auto-categorise repeated expenses to the same merchant or counterparty
- If you have any outstanding actions required for expenses, get automated reminders via push and email notifications
- Record out-of-pocket expenses
Features for admin
- Track outbound transactions from your account, including direct debits and bank transfers
- Review and approve expenses in a click
- Download transaction data and expenses information as a CSV file with receipt attachments
- Sync directly with accounting software like Xero
- Customise expense categories and tax rates
- Create expense labels (for example, by project or location) to map expenses to your bookkeeping
Where to find the Expenses feature
If you're on the new app interface:
- Web app: click 'Expenses' on the main menu
- Mobile app: tap on your profile in the top-left corner, then 'Expenses'
If you're not on the new app interface:
- Go to 'Hub'
- Tap the 'Expenses' icon
- In the web app, you can pin Expenses for quicker access. On the left menu panel, simply click on the '...' button next to 'Expenses' and click on 'Pin to menu'
To check if you're on the new app interface, see this FAQ.