Create a new expense

1 Choose a user

Once you're in the Expenses area, make sure you've selected the appropriate user (i.e. the person who spent the money) from the 'Show' drop-down menu. Here's how to add employees or colleagues as users on your account.

Next, select 'Add New Expense'. If you're recording a mileage claim, you'll need to follow a separate set of instructions.

2 Create a new expense

Payment or Refund

Choose whether this was a payment or a refund. It'll usually be a payment but sometimes you might need to record a refund, for example if the employee was personally paid back for something he or she has previously claimed on expenses, such as a train ticket which was not used because there were engineering works in progress.

Category

Choose a category for the expense. You can also add a new category.

If you're a UK based company registered for VAT, make sure it's in the right area for VAT. For example, if your employee bought some stamps at the post office, make sure that you categorise this as Postage so that no VAT is claimed on it.

Date

Enter the date of the expense.

Currency

Choose the currency that you used to pay for the expense. If this is a currency other than your base currency please see our multi-currency expenses article.

Amount

Enter the amount of the expense, as on the employee's receipt. Put the figure in inclusive of any VAT. Remember, if you need to override the default Auto VAT setting, you can choose from a set percentage, or choose Amount from the menu if you need to manually enter VAT.

Description

Put a description of what this was for. You might also want to make a note of why the employee incurred it, particularly if it's a tax-sensitive expense such as business entertaining.

Link to project

You can link this expense to a project...

...and optionally re-bill it to that project's customer, at cost or with a mark-up.

Setting up a recurring claim

If this expense is going to happen again in the future, for the same employee and same amount as before, for example, a mobile phone voucher, use the Recur option to put it in again automatically.

Once you've finished entering the expense, select Create New Expense to save it, Create and Add Another to save this expense and start entering another one, or Cancel to close this screen without saving the expense.