Track expenses and read business reports
Record expenses and understand the displayed indicators.
Open management
Under Management, Reports and Expenses show business figures. They are separate from an accounting firm’s file workspace. Access depends on your role and sector.
Record an expense
An expense has a description, amount, date and optional category and notes. You can filter the list by category.
Open Expenses and choose Add expense.
Enter the actual amount and its date.
Choose a consistent category, add useful context and save.
Check the entry and correct it if necessary instead of entering a duplicate.
Interpret reports
Reports include monthly revenue, leading products or services and expenses by category. Check the displayed period and currency before comparing.
The current month is incomplete. Figures depend on documents and payments recorded in the CRM; this screen alone does not establish a bank balance or accounting close.