How do I define an expense item?

An "expense item" is a pre-defined expense that you set up once and use again and again to record:

  • an expense that you wish to charge to a client
  • an item that you sell to clients

For example, you may charge mileage for home visits and your standard rate might be 40p/mile.

If this is the case, you would set up an expense item called something like "Mileage" or "Fuel".

You can set up the item in advance by going into Settings -> Expense and clicking on Create New Expense Item:

Image_2018-11-16_at_11.42.50_am.pngThen entering the details and saving:

Image_2018-11-16_at_11.44.34_am.png

Alternatively, if you choose not to set up an expense item in advance you can save one when you create an expense via Create -> Expense. All you need to do is type the name of the expense, enter the cost of the expense and check Save This As A Template:

Image_2018-11-16_at_11.46.13_am.png

Related Article
Guide to Invoicing Expenses

 

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