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7.1Expenses Overview

Chapter 7 · Expenses·1 min read

  • Headline metrics — Spent this month, Spent this year, Billable, not invoiced (costs you can still pass on to customers) and Draft expenses.
  • Quick actions — New expense, New bill, All expenses, Approvals (Purchases → Approvals, Chapter 14).
  • Spend over time chart, Where the money goes (spend by category) and Recent expenses.
6.1Purchases OverviewHeadline metrics — Billed this month, Unpaid bills, Overdue bills, Open purchase orders and Draft bills, with a spend chart and period picker. Quick actions…Purchases13.1Budgets OverviewThe overview follows the budgets in force today — approved budgets whose dates include today. The company-wide budget shows first; when there are department…Budgets7.2Recording an expenseExpenses → All Expenses → New expense (or + Create → New expense). Optional — Scan receipt to prefill. Upload a photo or PDF of the receipt. LedgersLab…Expenses4.1Contacts OverviewThe Overview is a read-only picture of your customer and vendor base: Customers and Vendors — counts, with growth over time in the chart. Receivables and…Contacts — customers and vendors