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Expenses

Owner

Shop spend that is not a supplier bill. Attach the receipt. Cash or transfer picks the clearing account.

Who uses this​

The owner, for spend you did not already record as a bill.

What you need first​

  • Opening books confirmed
  • A location

Steps​

1. Review spend​

Open Expenses. The heading says Spend. Add description, amount, date, category, payment method, and location. Attach a receipt image. After save, search the list and press View receipt to open the file.

Zemba screen preview being refreshed: Spend hub with expense history and receipt marks.

What done looks like​

  • Description, amount, category, payment method, location, and receipt stay after reload.
  • The books post a balanced expense for that payment method.

Common mistakes​

  • If you will need proof later, attach the receipt image, not only a filename.
  • Do not record a bank fee here and again as a new bank line without matching.