Track business expenses by category. Record costs such as supplies, rent, utilities, and equipment. Attach receipts and use expense reports to understand where your money goes.
What Is Expense Tracking?
Expense tracking lets you record money spent on running your business. Categorize expenses (e.g., Supplies, Rent, Marketing) to see spending patterns. Use reports to compare income from bookings with expenses and understand profitability.
How to Add an Expense
Go to Expenses
From the Booking app, open Expenses. Click "Add Expense" or "New Expense".
Enter Expense Details
Enter a title (e.g., Office Supplies), select a category, enter the amount and date. Add payment method and notes if needed.
Attach Receipt (Optional)
Upload a receipt or supporting document. Helps with audits and record-keeping.
Save
Click Save. The expense appears in the list and is included in expense reports.
Expense Form Fields
Expense Form Fields
Expense Title
Required. Short description (e.g., Printer Paper, Monthly Rent).
Category
Required. Select from predefined categories (Supplies, Rent, Utilities, etc.).
Amount
Required. The expense amount. Enter the total spent.
Date
Required. Date the expense was incurred.
Payment Method
Optional. Cash, Card, Bank Transfer, etc. Helps reconcile with bank statements.
Receipt/Attachment
Optional. Upload receipt or supporting document.
Notes
Optional. Additional details or context.
Expense List
Expense List Columns
Expense #
Unique reference. Click to view or edit.
Title
Expense description.
Category
Expense category.
Amount
Expense amount.
Date
Date of expense.
Payment Method
How the expense was paid.
Expense Categories
Common categories include Supplies, Rent, Utilities, Marketing, Equipment, Travel, Salaries, and Other. You can add or edit categories in settings. Categorizing consistently helps with accurate reporting.
Editing and Deleting Expenses
To edit an expense, click it in the list and update the fields. Changes are reflected in reports immediately.
To delete an expense, open it and use the Delete option. Use with care; deleted expenses are removed from reports. Prefer editing if you need to correct a mistake.
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Tip: Record expenses regularly rather than in bulk at month-end. It is easier to remember details and attach receipts when the expense is fresh.
