Last verified: 2026-05-19
Expense management
Record and categorize operating expenses outside of COGS and payroll.
Plan feature
enableExpenseManagement
Dashboard paths
| Role | Route |
|---|---|
| Admin | /admin/financial/expenses |
| Staff | /staff/financial/expenses (when financial permissions allow) |
Steps
- Open Financial → Expenses.
- Click Add expense (or equivalent) and enter date, vendor, amount, and category.
- Attach receipt reference or memo for audit.
- Save; confirm the row appears in the list and totals update.
- Reconcile with Accounting overview GL categories monthly.
Verify it worked
- Expense appears in list with correct status (paid/unpaid per UI).
- Category rollups match expectations in Financial reports.
