Managing your expenses

Frequently Asked Questions

Managing your expenses

How do I record an expense?

1. From the dashboard tap “Add New Expense”. 

2. Enter the total price. 

3. Select the expense category. 

• Check the date is correct and adjust if needed. 

• You can enter a description if you like (this field is not mandatory). 

• You can select the supplier name if you like (this field is not mandatory). 
  Tip: If you need help entering suppliers, refer to our guide on ‘How do I add new suppliers?’ 

• Tap “Confirm”. 

• Well done! Your expense has been recorded.
  Tip: made a mistake and need to edit the expense? Refer to our guide on ‘How do I edit an expense?’ 

How do I edit an expense?

1. From the dashboard Tap the ‘List Expenses’ button. 
   Tip: You can also Tap on the daily expenses total. 

2. Select the date on which the expense was made. 
   Tip: You can also filter by supplier or expense type if you know which supplier the expense was paid to or which type of expense it is. 

3. Scroll through the list until you locate the expense you need to edit. 

4. Tap on the expense and select “Edit”. 

5. Change the details you need to change. 

6. Tap “confirm” 

7. Well done! Your expense has been edited. 

How do I delete an expense?

1. From the dashboard Tap the ‘List Expenses’ button. 
   Tip: You can also Tap on the daily expenses total. 

2. Select the date on which the expense was made. 
   Tip: You can also filter by supplier or expense type if you know which supplier the expense was paid to or which type of expense it is. 

3. Scroll through the list until you locate the expense you need to edit. 

4. Tap on the expense and select “Delete”. 

5. A message will appear ‘Are you sure you want to permanently delete this expense? 

6. Tap “Confirm”. 

7. Well done! Your expense has been deleted! It will no longer appear in your expense list or reports.