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Record an expense from its receipt
Scan a receipt photo or PDF, check what it read, and create the expense as paid, with the receipt attached and the GST worked out of the total.
Steps and transcriptKeep track of every dollar your business spends.
Creating an Expense
- Go to Expenses from the sidebar
- Click New Expense
- 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
- 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.
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- Expenses and reports in OneBookPlus
- Still stuck? Email us and tell us which article you were reading.