Tracking Business Expenses
The Expense Tracking feature allows you to record, organize, and monitor business expenses across your team. This helps you maintain accurate financial records and track reimbursements efficiently.
Note: This feature is available depending on your subscription plan.
Accessing Expense Tracking
To start tracking expenses:
Go to Business Management
Open Expense Tracking
Setting Up Accounting Codes
Before adding expenses, you can create accounting codes to categorize your expenses by type (for example: fuel, equipment, supplies, or travel).
Using accounting codes helps you:
Organize expenses clearly
Simplify reporting
Improve financial visibility
You can create and manage multiple accounting codes based on your business needs.
Adding a New Expense
Team members can create a new expense by clicking Add Expense.
When submitting an expense, they must provide:
Title
Amount
Date
They also need to:
Select the appropriate accounting code
Choose who should be reimbursed
Optionally, they can:
Add a note for additional details
Attach supporting documents such as receipts
Managing Reimbursements
Once submitted, all expenses appear in a centralized list.
From this view, you can:
See each team member’s expense entries
Monitor the reimbursement status
Quickly identify which expenses are paid and which are still pending
Expense Tracking helps you maintain control over company spending while ensuring your team is reimbursed accurately and on time.