Navigate to the Expense section by clicking Deductions, then Expenses
The first time you go to the main Expenses section, you'll see the following view:
To add expenses manually
Choose the Add expense option. A panel will slide out from the right-hand side:
Click HERE to learn more about importing data via CSV.
Fill in the information as required. Click HERE to learn more about assigning an expense to a client.
NOTE: The GST field will always default to 10% of the total. However, it can be edited if GST for an expense does not equate to 10% of the total.
To add an attachment
1. Click the Attach a file link on the right-hand side
2. Choose the relevant attachment from your computer. Once the attachment is uploaded, remember to click Save, or the attachment won't stick:
To view the attached expense file
Click the Receipt link on the expense record in the main expenses section
Under the Options link, you can:
Expense filter options
Time frame
or client
or category
or use the keyword search function to identify specific records
Remember to download the Rounded mobile app!
