All Collections
Expenses
Adding your expenses
Adding your expenses

How to add your expenses to Rounded

Oliver Garside avatar
Written by Oliver Garside
Updated over a week ago

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!

Did this answer your question?