See where your money goes each month, alongside what came in.

Expenses are kept per branch, and the month you are looking at starts as the current one. Use Previous month and Next month to move between them, and Branch to look at one branch or All branches together.

Add a cost

  1. Go to Expenses.
  2. Press Add expense.
  3. Fill in Title, Amount, Category, Date and Payment method.
  4. Answer Which branch is this expense for?
  5. Add a Note or a Transaction ID if you want them. Both are optional.
  6. Save.

The list and the month's total update straight away.

Categories

The first time you open Expenses for a branch, a set of common categories is created for you, things like staff salary, rent and food supplies.

Press Manage categories to see them, then Add category to make your own with its own name and colour. You can rename or delete the ones you made. The ones created for you cannot be deleted, so everybody's reports stay comparable.

A category can only be deleted once nothing is using it. Move those costs to another category first.

Costs that repeat every month

Rent and fixed salaries do not need typing in again each month.

  1. Open Recurring expenses.
  2. Press Add recurring.
  3. Enter the amount and category, then set Day of month, Starts, and either an end or No end date.

From then on it appears on its own each month, marked Recurring.

Press Pause to stop new months being created, and Resume to start again. Months already created stay either way, so you keep the history.

The two you do not type in

Two kinds of cost are added for you and cannot be edited here, shown as Auto:

  • Consumption, stock used during services, like shampoo during a groom. It is counted at what the stock cost you.
  • Purchases, the supplier invoices you raised in that period.

Neither is counted twice against anything you enter by hand. Change them in Inventory rather than here.

Getting it out as a file

Go to Reports and choose Expense Report. Pick a branch, or All branches, and a date range. The file is prepared in the background, so collect it from the downloads list once it is ready.

Seeing who changed what

Press Activity log for who added, edited or deleted an expense, a category or a recurring cost, with names and times.