Recording expenses and tracking payments
Record expenses such as rent, salaries and stock purchases; track due dates, enter partial payments and use the salary-bonus calculator.
Last updated: 3 Ağustos 2026
The Expenses page under Finance in the left menu is where you record every cost of your business. The cards at the top show total spending and outstanding debt for the selected period.
Adding a new expense
Required fields: expense title, category, total amount and invoice/transaction date. Optional fields:
Supplier/Company: pick from the list, or type directly to create a new supplier.
Related staff member: appears only in the staff expenses category (salary, bonus, advance and so on). This field indicates the staff member the payment relates to, not the person who made the expense.
Due date: if you leave it empty the expense is treated as having no due date.
Invoice/receipt number and notes: for document tracking.
Categories come in three groups: fixed costs (rent, bills, subscriptions), staff costs (salary, bonus, advance, social security) and variable costs (stock purchases, marketing, transport and so on).
There is no field for uploading a receipt or invoice image; you can track the document by writing its number in the invoice/receipt number field.
Making a payment
With Make Payment on the expense detail you enter the amount, payment method, date and a note. You do not have to pay the whole amount at once — after a partial payment the expense moves to "Partially Paid" and the remaining debt is tracked. A payment entered by mistake can be deleted from the history list.
There is no recurring expense definition or instalment plan; regular costs must be recorded again each period.
Filters
Quick buttons: Debts, Overdue, This Month and Paid. Advanced filters include search, invoice date, due date, status (unpaid, partially paid, paid, cancelled), category, supplier, staff member, sorting and amount range.
Salary and bonus calculator
The Calculate Salary & Bonus button works out the bonus amounts your staff earned in the period you select. After ticking the staff members and reviewing the grand total, you can record it as an expense in one step.
For the bonus calculation to work correctly you must first define the bonus rates under Staff → Staff Settings → Salary.