How To Create A Expense With AND.CO?

An expense is a business expense incurred by the business and you can easily create a expense with AND.CO in 3 simple steps. 

To get started and set up expenses select the + Create > expense option

Alternatively you can select the >Transactions tab > New Expense option in Green

Select > 'Add Expense' and enter in the details of your expense. 

Select from the options in the expense screen to add details of your expense such as

  • assign to project/client

  • tax deductible

  • billable to client

  • Total / currency / date

  • Merchant

  • Purpose

  • Tax category

  • Include Taxes

  • Make Repeating/ Recurring

  • Add notes

  • Attach Receipt

Once you are all set select the green create tab to save your expense. Once saved you can view your expense via the transactions tab

From the  icons next to the expense on the right you can select from the options to edit the expense, delete the expense and duplicate the expense. You can also select the expense to view it and make any changes.

  • You can email or upload your receipts to [email protected] using your AND.CO account email and via the webapp  > shoebox tab you can attach your receipt to an expense or create and expense. 

  • You can snap a photo via our mobile app or upload it of your expense receipt or upload it to the expense directly via our webapp. 

  • Expenses can be set as recurring using the recurring option in edit mode. To edit a recurring expense edit the last expense in the recurrence so any changes will take affect moving forward. 

💌  Please reach out to your friendly CO's via the Chief Operator tab in the app should you have any questions or concerns. 💌


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