3Lesson 3
· 7 min readManaging expenses
Record every business expense to get accurate financial reports.
ADDING AN EXPENSE:
1. Finance then Expenses then New Expense
2. Enter amount, date, category, and description
3. Attach receipt as photo or PDF
4. Save
CATEGORIES: Salaries, Rent, Software, Travel, Marketing, Office Supplies, Professional Services.
BANK RECONCILIATION: Finance then Bank Accounts then Reconcile. Import your bank statement and match transactions to recorded entries.
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