How To Create A Expense With AND CO?
A 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 Tab top right
Select > Create > Expense
Alternatively you can select the > Income and Expenses tab > Add New > Expense
Select > New Expense
Select > Add Expense
Select > '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
- 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 In&Out tab or income and expenses tab
You can edit an expense at any time by selecting the Income and expenses tab > select the expense > edit the expense and save it. This will update it moving forward!
You can delete an expense anytime by selecting the income and expenses tab >3 dots next to the Expense > Delete
or via the expense by selecting it > select the green duplicate tab top right drop down > delete expense
You can duplicate a expense by selecting the expense > duplicate option in green top left
Add a end / Stop Date for repeating / recurring expenses
You can add a stop date for the recurring expense so it will stop recurring on the date set.
💌 Please reach out to your friendly CO's via the Chief Operator tab in the app should you have any questions or concerns. 💌