XFatora

Expenses

Record expenses and keep them tied to projects, customers, or teams.

Expenses screenshot 1 Expenses screenshot 2 Expenses screenshot 3

What you can do here

  • Log expenses with categories and references.
  • Attach receipts and notes for audit trails.
  • Link expenses to customers or projects.

Before you start

  • CRM & Sales or Core Accounting access is required.
  • Set up expense categories and payment methods.
  • Gather receipts for accurate entries.

Step-by-step

  1. Open Expenses and create a new record.
  2. Assign category, amount, and date.
  3. Attach receipts and notes.
  4. Save and review in expense reports.

Tips & Common mistakes

  • Use consistent categories to simplify reporting.
  • Attach receipts immediately to avoid missing documentation.
  • Review expenses monthly for budget tracking.

FAQ

Can I link an expense to a project?

Yes. Associate the expense with a project or customer.

Do expenses post to Core Accounting?

They can be mapped into accounting reports and reconciliations.

Where do I see expense totals?

Use the expense list and reports for totals.

Next steps

Core Accounting Setup Transfers & Banking Dashboards & Reports