On desktop? Click HERE for the desktop help article.
There are two ways to add an expense on the mobile app. You can tap on the blue plus sign on the Dashboard or Expense tab.
Add an expense
1) Open the mobile app and log in
2) Tap the blue plus sign
3) Tap Snap an expense
4) Fill in the expense details
- Include GST
- Category - tap HERE to learn more about managing expense categories
- Vendor - tap HERE to learn more about managing expense vendors
- Assign to client
GST will be included if it's enabled. To learn more about enabling GST, click HERE.
And you can also attach a picture of the receipt.
You can Take a Photo or Video, or grab a photo from your Photo Library, or choose a file by tapping Browse
Photos are displayed while documents (e.g. Word, PDF) are displayed with its corresponding filename.
5) Tap Save
You can also import your expense data from a file. Tap HERE to learn more about Importing your expense data via CSV or QIF.
To view expenses on a particular time frame, tap the calendar icon on the Expense tab.
and choose the time frame you want to view
Have you seen Rounded on desktop? Log in to www.rounded.com.au on your desktop browser to take a look!