The Add Expense feature allows you to track and document property-related, general, or homeowner-specific expenses. It provides an organized way to record expense details such as type, category, amount, dates, and payment information, helping you maintain accurate financial records.

•    From your Dashboard, click Quick Buttons, then select Add Expense.

•    Fill in the necessary information:-

• There are three types A) Property-based  B) General and C) Homeowner-based

Property-Based Expense Form

1. Expense Type: Select Property-based.
2. Category: Choose the appropriate category (e.g., Maintenance, Insurance, Utilities).
3. Amount (CAD): Enter the total expense amount, including sales tax.
4. Type Date:
   • Single-date: For one-time expenses
   • Duration: For expenses covering a time period (enter start and end dates)
5. Property / Building Address: Select the related property or building.
6. Billing Date: Enter the date the bill was issued.
7. Payment Date: Enter the date the payment was made.
8. Payment Account: Choose the account used to make the payment.
9. Attachment (Optional): Upload invoices, receipts, or related documents.
10. Notes (Optional): Add any helpful details about the expense.

General Expense Form

Use this option for expenses not tied to a specific property or homeowner, such as office supplies or software subscriptions.

Complete the following fields:

• Expense Type: Select General.
• Category: Choose a category such as Office Supplies, Marketing, Software, or Travel.
• Amount (CAD): Enter the total amount in CAD.
• Date Details: Use the Single-date option for both billing and payment date.
• Payment Account: Select the account used for payment.
• Attachment (Optional): Upload invoices, receipts, or contracts.
• Notes (Optional): Add extra details for reference.

Click Submit to record the expense.

Homeowner-Based Expense Form 

Use this option when the expense is related to homeowner-specific costs, such as owner-requested upgrades or reimbursements.

Fill in the following information:

• Expense Type: Select Homeowner-based.
• Category: Choose a category (e.g., Renovation, Cleaning, Owner-requested Services).
• Amount (CAD): Enter the total amount, including any applicable sales tax.
• Type Date:
  • Single-date: For one-time expenses
  • Duration: For expenses spanning a period (enter start and end dates)
• Billing Date: Enter the billing date.
• Payment Date: Enter the payment date.
• Payment Account: Choose the payment account.
• Attachment (Optional): Upload supporting documents such as invoices or agreements.
• Notes (Optional): Add additional context for clarity.

Click Submit to finalize the expense entry.

Include Sales Tax

• Use this option when the expense amount includes sales tax.
• The system will automatically separate the sales tax portion for reporting and accounting.

Split Transaction

• Allows you to divide a single expense into multiple categories or accounts.
• Useful when one payment covers different types of expenses (e.g., part maintenance, part cleaning).