Record Business Expenses

Record Business Expenses

Keep track of every dollar your business spends.

Creating an Expense

1. Go to Expenses from the sidebar
2. Click New Expense
3. Fill in:

• Amount and Currency (AUD by default, supports other currencies)
• Category — General, Office, Travel, Supplies, Utilities, Marketing, Software, Insurance, Professional, Vehicle, Meals, or Other
• Date — when the expense was incurred
• Vendor — who you paid
• Description — what the expense was for
• Payment Method — cash, card, bank transfer, etc.
• GST/Tax Amount — the tax component (if taxable)
• Exchange Rate — auto-suggested for foreign currencies
• Taxable — toggle on if GST was charged

1. Click Save

View Modes

Switch between two views:

• List View — traditional table with filters
• Worksheet View — spreadsheet-style inline editing for fast data entry

Filtering

Filter expenses by:

• Status — Pending, Approved, Paid
• Category — any of the 12 categories
• Date range

Multi-Currency

For overseas purchases, select the currency and enter the exchange rate. OneBookPlus calculates the AUD equivalent automatically.

**Tip:** Record expenses as they happen — it's much easier than trying to remember them at tax time.