Expenditure

Track every business expense to get a complete picture of profitability — costs feed directly into your Income Statement report.

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What Is Expenditure?

The Expenditure module lets you record money going out of your business — rent, salaries, supplies, utility bills, and any other operating costs. Together with your invoice revenue, expenses build the full picture that the Income Statement report uses to calculate your net profit or loss.

Recording an Expense

1. Navigate to Expenditure → New Expense.
2. Enter a Description for the expense.
3. Select an Expense Category (e.g. Rent, Salaries, Utilities). Create new categories on the fly if needed.
4. Enter the Amount and Date.
5. Optionally select a Vendor (a contact of type Vendor or Both) to link the expense to a supplier.
6. Select the Branch the expense belongs to.
7. Choose the Payment Mode (Cash, Bank Transfer, Cheque, etc.) and add any reference notes.
8. Click Save Expense.

Expense Categories

Categories group your expenses so you can see exactly where your money is going. Examples:

• Rent & Rates
• Salaries & Wages
• Utilities (Electricity, Water, Internet)
• Office Supplies
• Marketing & Advertising
• Vehicle & Fuel

You can create, rename, and organise categories at any time. Changes take effect immediately in reports.

Branch Assignment

Every expense is assigned to a branch. This is particularly useful for multi-location businesses — you can see the operating costs for each location independently via the branch filter on the Expenditure list and on reports.

If you only have one branch ("Main Branch"), simply assign all expenses to it.

Viewing Expenses

The Expenditure list view shows all recorded expenses with the most recent first. Use the filters to narrow by:

• Date range — view expenses for a specific period.
• Category — see only a particular type of expense.
• Branch — compare costs across locations.

Click any row to view the full expense detail.

Expenditure Report

Go to Reports → Expenditure Summary for a breakdown of total spend by category for any date range. This report is ideal for reviewing where your budget is being consumed each month.

Income Statement

Reports → Income Statement combines total invoice revenue with total expenses to show your net profit or loss for any period. The more consistently you record expenses, the more accurate the Income Statement becomes.

Importing Expenses

To bulk-import historical expenses from another system, use the CSV import wizard. See the Import article for full instructions.