Expenses

Use this page to see, filter and create expense transactions – purchases you make from suppliers.

What's on this page

• Add expense button: opens the save expense modal to create a new expense.
• Date filter: lets you limit the list to a specific day or a date range.
• Search supplier... field: type a supplier name to filter the transactions.
• Expenses table: shows each expense with Supplier, Date, Total (ex. VAT), VAT and Status.

Common tasks

Add a new expense

1. Click Add expense.
2. In the modal, choose a supplier (or create one), pick the date, set payment status and currency.
3. Click Create (or Save when editing) to store the expense.

Find expenses from a specific supplier

1. Type the supplier’s name in the Search supplier... field.
2. (Optional) Use the Date filter to narrow the period.
3. Click the row you need to open its details.

Filter expenses by date

1. Click the Date filter button (calendar icon).
2. Choose a day or a custom range.
3. Click Apply filter to refresh the list.

Good to know

• The page only appears if you have financial‑management rights; otherwise a forbidden page is shown.
• Amounts appear as negative numbers because they are expenses; the Total (ex. VAT) column excludes VAT, which is shown in the VAT column.
• If the linked supplier contact is missing, the Supplier column shows “not available”.
• In the Add expense modal you can create a new supplier contact directly from the supplier selector.

New expense

Use this form to record a new expense or update an existing expense.

Supplier

• Choose a supplier from the list or click Create new contact to add a new one.

Payment status

• Select Open for unpaid expenses or Paid if the bill is already settled.

Currency

• Pick the currency in which the expense was incurred; the default is your organisation’s currency.

After saving

• The expense appears in the expense list and the window closes automatically.