Sales and finance

Expense tracking

Record incoming invoices and receipts with a category and a VAT rate. One list shows which expense has been paid and which one is coming due; the profit report puts income and expenses side by side.

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  • Partial and full payment
  • Notification for expenses that are due
  • Expense and profit report
Expense list: date, supplier, category, due date, payment status and amount.

Recording an expense

Each expense is entered with its supplier, category, document number, date and due date. You enter the net amount and the VAT rate and mark whether the VAT is deductible. The file of the receipt or invoice is attached to the record.

  • Expense categories of your own
  • Accounting account code for each category
  • Multi-currency
  • The document file is stored with the record

Payments and due dates

Payments can be entered in part; the expense is shown as “open”, “partially paid” or “paid”. A notification is sent in the morning for expenses that are due, and the due dates of expenses appear in the calendar.

  • List of open and overdue expenses
  • Expense due date layer in the calendar
  • Excel and CSV export

Expense and profit report

The report compares revenue and expenses by month and breaks expenses down by category. You choose a year and a month to look at a period.

  • Revenue and expenses by month
  • Expenses by category
  • Expense lines in the journal export
Expense and profit report: chart of revenue and expenses by month, table of expenses by category.

Frequently asked questions

Does it read the receipt from a photo?

No. The receipt file is attached to the record but the amounts are entered by hand; there is no automatic reading (OCR).

Can it connect to my bank account?

No. Payments are recorded by hand; there is no bank integration.

Which plan includes it?

Expense tracking is available from plan M.

Related features

Invoices and payments

Issuing invoices, partial payments, due date tracking, receivables ageing and receipts.

Learn more

Reports

Sales, expenses and profit, receivables ageing, quote pipeline, product and customer reports.

Learn more

Stock and purchasing

Stock movements, minimum stock, stock counts, purchase orders and goods receipt.

Learn more

Try it with your own data

All modules are open for 14 days. No card details are requested and nothing needs to be installed.

Try free for 14 days See plans

14 days free, no card required