How do I define an expense item?

An "expense item" is a pre-defined expense that you set up once and can use again and again to record:

an expense that you wish to charge to a client
an item that you sell to clients

For example, you may charge mileage for home visits and your standard rate might be 40p/mile.

If this is the case, you would set up an expense item called something like "Mileage" or "Fuel".

You can set up the item in advance by going into Settings -> Expense and clicking on Create New Expense Item:



Then entering the details and saving:



Alternatively, if you choose not to set up an expense item in advance, you can save one when you create an expense via Create -> Expense. All you need to do is type the name of the expense, enter the cost of the expense and check Save This As Template:

Updated on: 07/02/2023