Manage Expenses

Record and track business expenses against orders and deliveries

4 minintermediate

Overview

The Expenses section lets you record and track all business expenses. Expenses can be linked to specific orders or deliveries (e.g., delivery costs, packaging), or be general business expenses (e.g., rent, utilities).

Accessing Expenses

Click **Expenses** in the left sidebar. The page shows all recorded expenses in a sortable table with date, category, description, amount, and linked order/delivery.

Adding an Expense

Click **+ Add Expense** to record a new expense:

aCategory: Select from expense categories (Delivery, Packaging, Rent, Utilities, etc.)
bDescription: What the expense is for
cAmount: Expense amount
dOrder/Delivery: Optionally link to a specific order or delivery
eDate: When the expense occurred

Expense Categories

Expenses are organized by category. Common categories include: Delivery Fee, Packaging, Rent, Utilities, Salaries, Marketing, and Stock Purchase. You can add custom categories in Settings.

Per-Order Expenses

From the order detail page, you can record expenses directly against an order. These appear in the order's financial breakdown and affect the expected remittance calculation.

Frequently Asked Questions

Can I edit an expense after recording it?

Yes, click the Edit action on any expense row to modify the category, description, or amount.

Can I delete an expense?

Yes, click the Delete action. Expenses are permanently deleted.

Are delivery agent fees automatically recorded as expenses?