Create an Expense
Enter the date, payee, payment method, amount, register funding, receipt preference, attachments, and additional details.
How to Create an Expense
Open Expense and choose New. Confirm the expense date and time. Select the payee, or add a new pa...
How to Select a Payee and Payment Method
Select the person or organization receiving the payment, then choose how the business paid. Open ...
How to Pay an Expense From the Register
Use Pay From Register when the expense is paid through the active register workflow and should be...
How to Print an Expense Receipt
Begin creating the expense. Turn on Print Receipt. Complete and save the expense. Review the expe...
How to Attach a Bill or Proof of Payment
While creating the expense, find Attachment. Select Attach File. Choose the image or supported do...
How to Add a Reference, Category, and Description
On the expense form, expand Other Options. Enter a Reference Number, such as a vendor invoice, ch...