How do I record and manage expenses?

Audience: Customer

Module: Finance

Time to complete: 5 minutes

Applies to: All plans

Quick answer

Recording expenses helps you understand costs, control spending, and measure profitability.

Step-by-step

1. Go to the Finance module

2. Select Expenses

3. Add a new expense

4. Assign a category and date

5. Save the entry

What you should see

Expenses grouped by:

• Category

• Period

• Project or cost centre (if applicable)

Common mistakes

• Recording expenses late

• Using vague categories

Best practice

Record expenses regularly to maintain accurate financial data.

Related articles

• How do I track cash flow and financial performance?

• How does Finance connect to Projects?