1. Start a New Expense Entry
From the dashboard page select the yellow '+' button from the top navigation
Select Add Expense
2. Enter Expense Details
From the pop-up window, enter the following details:
Supplier: Add or Select from the dropdown the name of the merchant
Account: Choose the appropriate category (e.g., Travel, Office Supplies).
Date: Enter the date of the expense.
Amount: Input the total amount spent.
Details: Optionally add a brief note or description for future reference.
Paid From: Enter the account that the expense was incurred on
Once this is entered click 'Add Expense' and the record will be saved.
To view or edit the expense after the initial entry, go to Inbox> Processed.