Expenses & Financial Management
Keep the money side straight: record daily expenses, track what customers owe you (receivables) and what you owe suppliers (payables), and review ledgers and financial reports.
Video guide: Expenses & Financial Management
On this page
Expenses & categories
- Open Expenses and click Add Expense.
- Choose an expense category (rent, utilities, salaries, supplies…).
- Enter the amount, date and a note.
- Save. Expenses feed expense and profit reports.
📷[Screenshot: Add expense]
Payments, receivables & payables
Receivables are customer balances (udhaar); payables are supplier balances. Record payments to reduce either, and see the outstanding totals at a glance.
Customer & supplier ledgers
Each customer and supplier has a running ledger of sales/purchases and payments. See Customer ledger and Supplier ledger.
Financial reports
Expense reports, profit reports and finance dashboards (including invoice PDFs, billing-period selection and upcoming renewals for your subscription) give the financial picture. See Reports.
Frequently asked questions
How do I record a daily expense?
Open Expenses → Add Expense, pick a category, enter the amount and date, and save. It appears in expense and profit reports.
Where do I see what customers owe me?
In receivables and each customer’s ledger — the outstanding balance (udhaar) is tracked automatically as they buy and pay.