The Add Expense feature allows users to track and document property-related or general expenses, providing an organized way to enter expense details such as type, category, amount, dates, and payment information.
Here’s how it works in simple steps:
  1. In the Dashboard click on the left sidebar
  2. Within the left side bar click on “Accounts” and then “Transactions”
  3. Click on “Add Expense”

4. There are two types A) property-based and B) General

A) Property-based
  1. Expense Details: Choose “property-based” as the expense type.
  2. Category: Select a type for the expense.
  3. Amount: Enter the expense amount in CAD (Include Sales Tax if applicable)
  4. Type Date: Specify the billing date and payment date using the “Single-date” or “Duration” option accordingly (If selected “Duration” mention the start and end date for the duration)
  5. Billing Date (mm/dd/yyyy): The date on which the bill related to the expense is generated.
  6. Payment Date (mm/dd/yyyy): The date on which the payment is done.
  7. Payment Account: Choose the appropriate payment account.
  8. Attachment: Optionally, attach any relevant files.
  9. Paid by: Select who paid the expense and the associated liability “Property Manager” or “homeowner” (The Liability fields allow you to choose who is responsible for covering a particular expense).
  10. Payment Type: “Business Payment” or “Business Owner/Director Payment”
  11. Add Notes: Include any additional notes.
  12. Submit: Click “Submit” to add the expense to your records.
Or,
B) General
  1. Expense Type: Choose “general” as the expense type.
  2. Category: Select the appropriate category for the expense.
  3. Amount: Enter the expense amount in CAD.
  4. Date Details: Specify the billing date and payment date using the “single_date” option.
  5. Payment Account: Choose the relevant payment account.
  6. Attachment: Optionally, attach any necessary files.
  7. Payment Information: Select who paid the expense and the associated liability (The Liability fields allow you to choose who is responsible for covering a particular expense).
  8. Add Notes: Include any additional notes related to the expense.
  9. Submit: Click “Submit” to record the general expense.

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