AccountsExpenses
Expenses List
How to use the Expenses list to review costs, filter them, and understand the expense summary cards.
Expenses is the costs-only view of the ledger. It uses the same underlying transaction system as the wider Transactions screen, but keeps the page focused on money going out of the business.
Expense Summary
- Total Expenses: The number of completed expense entries in the current filters.
- Total Amount: The full gross value of those expenses.
- Total VAT: Shown when your business is VAT registered.
- Net Amount: Also shown for VAT-registered businesses so you can split gross and net quickly.
Filters And Search
- Search: Search checks descriptions, payment references, linked customer details, and linked job or customer addresses.
- Expense Category: Useful when you want to isolate one spending bucket.
- Date range: Works from the entry date of the expense.
- Business: Narrows the screen to one business when your login can see more than one.
Working With The Table
- Expense-only view: The page hides the transaction-type filter because this screen is already focused on expenses.
- Open a row: Clicking a row opens the expense details popup.
- New Expense: Opens the create popup for a new outgoing cost.
- Column selector: Use this when you want extra fields such as VAT, Net Amount, Payment Reference, or linked job details visible in the table.
Why Expenses And Transactions Both Matter
Every expense is still a transaction underneath. Use Expenses when you want the clean cost view. Use Transactions when you need to compare costs against charges, payments, refunds, or other money movement in one ledger.
Related articles
- Creating an Expense: Covers the fields in the new-expense popup.
- Expense Detail View: Shows what you can inspect after opening an expense.
- Transactions List: Useful when you need the expense in the context of the full ledger.